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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $599,717 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 · EIN 36-4291971 | Consulting | $64,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2555359 | Advisory (Plan) | $37,500 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $16,052 |
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 | $28,206 | $89,609-68.5% | $182,575-84.6% | $89,609-68.5% |
| Participation rate | 85.1% | 69.6%+15.5pp | 78.0%+7.1pp | 69.6%+15.5pp |
| Annual return | 55.59% | 33.65%+21.9pp | 148.60%-93.0pp | 33.65%+21.9pp |
| Employer contribution / active EE | $815 | $2,584-68.5% | $4,077-80.0% | $2,584-68.5% |
| Participant deferral / active EE | $2,408 | $4,222-43.0% | $5,526-56.4% | $4,222-43.0% |
| Admin fee / account holder | $67 | $72-6.4% | $8,595-99.2% | $72-6.4% |