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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $40,162 |
Filed as: GALLAGHER RETIREMENT SERVICES Service code 99 · EIN 36-4291971 | Other Fees | $30,000 |
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).
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 | $17,161 | $85,635-80.0% | $123,894-86.1% | $63,975-73.2% |
| Participation rate | 93.5% | 74.9%+18.6pp | 81.4%+12.1pp | 71.1%+22.4pp |
| Annual return | 7.08% | 15.74%-8.7pp | 47.52%-40.4pp | 48.65%-41.6pp |
| Employer contribution / active EE | $1,781 | $3,076-42.1% | $4,617-61.4% | $2,182-18.4% |
| Participant deferral / active EE | $1,326 | $5,667-76.6% | $5,984-77.8% | $3,356-60.5% |
| Admin fee / account holder | $26 | $75-65.9% | $8,357-99.7% | $70-63.7% |