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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 · EIN 36-4291971 3600 AMERICAN BLVD. W, SUITE 500 · BLOOMINGTON, MN 55431 | Actuarial | $271,600 |
MILL CREEK CAPITAL ADVISORS, LLC10+ years Filed as: MILL CREEK CAPITAL ADVISORS, LLC. Service code 27 · EIN 41-2212501 | Advisory (Plan) | $15,882 |
MATRIX TRUST COMPANY9 years Service code 15 · EIN 75-3182674 | Recordkeeping | $12,668 |
Filed as: SCHNEIDER DOWNS & CO., INC Service code 10 · EIN 25-1408703 | Accounting | $12,502 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $458,700-100.0% | $458,700-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 46.5%-46.5pp | 39.9%-39.9pp | 43.7%-43.7pp |
| Annual return | -1.58% | 8.44%-10.0pp | 8.61%-10.2pp | 13.05%-14.6pp |
| Employer contribution / active EE | $0 | $36,715-100.0% | $33,046-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $31,365-100.0% |