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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $66,634 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $18,738 |
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 | $7,678 | $50,919-84.9% | $155,556-95.1% | $77,762-90.1% |
| Participation rate | 88.8% | 63.1%+25.7pp | 78.2%+10.6pp | 70.6%+18.2pp |
| Annual return | 0.00% | 34.84%-34.8pp | 64.84%-64.8pp | 31.27%-31.3pp |
| Employer contribution / active EE | $339 | $1,991-83.0% | $4,675-92.8% | $2,728-87.6% |
| Participant deferral / active EE | $1,224 | $2,824-56.7% | $5,631-78.3% | $4,651-73.7% |
| Admin fee / account holder | $60 | $437-86.4% | $15,885-99.6% | $433-86.2% |