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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $481,246 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $56,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,139 | $89,433-69.7% | $160,039-83.0% | $89,433-69.7% |
| Participation rate | 50.5% | 71.3%-20.8pp | 78.0%-27.5pp | 71.3%-20.8pp |
| Annual return | -16.38% | -11.88%-4.5pp | 409.10%-425.5pp | -11.88%-4.5pp |
| Employer contribution / active EE | $464 | $3,021-84.6% | $4,226-89.0% | $3,021-84.6% |
| Participant deferral / active EE | $1,498 | $5,125-70.8% | $6,184-75.8% | $5,125-70.8% |
| Admin fee / account holder | $48 | $79-39.2% | $8,716-99.4% | $79-39.2% |