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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,767 |
Filed as: GALLAGHER BENEFIT SVCS INC Service code 16 · EIN 36-4291971 | Consulting | $11,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,777 | $50,902-12.0% | $155,534-71.2% | $77,736-42.4% |
| Participation rate | 26.9% | 63.1%-36.2pp | 78.2%-51.3pp | 70.6%-43.7pp |
| Annual return | 9.98% | 34.85%-24.9pp | 64.92%-54.9pp | 31.26%-21.3pp |
| Employer contribution / active EE | $371 | $1,991-81.4% | $4,675-92.1% | $2,728-86.4% |
| Participant deferral / active EE | $1,010 | $2,824-64.2% | $5,630-82.1% | $4,651-78.3% |
| Admin fee / account holder | $16 | $437-96.4% | $15,900-99.9% | $433-96.4% |