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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $151,285 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $49,227 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $14,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,625 | $122,128-64.3% | $147,117-70.3% | $200,096-78.2% |
| Participation rate | 29.7% | 78.2%-48.4pp | 82.2%-52.4pp | 72.0%-42.3pp |
| Annual return | 15.46% | 30.58%-15.1pp | 420.54%-405.1pp | 34.26%-18.8pp |
| Employer contribution / active EE | $1,183 | $4,093-71.1% | $4,932-76.0% | $3,038-61.0% |
| Participant deferral / active EE | $2,122 | $8,484-75.0% | $8,065-73.7% | $5,090-58.3% |
| Admin fee / account holder | $191 | $180+6.5% | $12,993-98.5% | $269-29.0% |