Filed May 15, 2024
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| Provider | Service type | Compensation |
|---|---|---|
GATEWAY ADVISORY, LLC2+ years Filed as: GATEWAY ADVISORY LLC Service code 16 · EIN 27-1678306 | Consulting | $25,040 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $22,838 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,224 | $39,859-14.1% | $78,676-56.5% | $57,658-40.6% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 5.09% | 18.96%-13.9pp | 62.19%-57.1pp | 5.13%0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,850-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $125 | $76+64.5% | $4,510-97.2% | $95+32.6% |