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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $66,500 |
Filed as: GALLAGHER FLYNN & CO LLP Service code 10 · EIN 03-0225774 | Accounting | $11,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,597-100.0% | $344,859-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 36.4%-36.4pp | 23.5%-23.5pp | 44.5%-44.5pp |
| Annual return | -2.63% | -8.23%+5.6pp | -8.04%+5.4pp | -14.65%+12.0pp |
| Employer contribution / active EE | $0 | $39,719-100.0% | $29,691-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $13-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $388-100.0% | $388-100.0% | $14,582-100.0% |