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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Distrib... | $130,375 |
Filed as: GALLAGHER BENEFIT SERVICE, INC. Service code 16 · EIN 36-4291971 | Consulting | $50,000 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,328 | $122,186-78.5% | $146,958-82.1% | $199,593-86.8% |
| Participation rate | 99.5% | 78.3%+21.2pp | 82.2%+17.3pp | 72.0%+27.5pp |
| Annual return | 13.41% | 30.56%-17.1pp | 418.34%-404.9pp | 34.25%-20.8pp |
| Employer contribution / active EE | $2,095 | $4,093-48.8% | $4,933-57.5% | $3,034-30.9% |
| Participant deferral / active EE | $2,179 | $8,502-74.4% | $8,070-73.0% | $5,087-57.2% |
| Admin fee / account holder | $76 | $179-57.6% | $12,998-99.4% | $269-71.8% |