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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,744 |
Filed as: ARTHUR GALLAGHER & CO Service code 27 · EIN 36-4291971 | Advisory (Plan) | $21,422 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 22 · EIN 36-4291971 | Insurance Broker | $9,888 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,388 | $35,485-36.9% | $74,551-70.0% | $55,725-59.8% |
| Participation rate | 79.4% | 62.5%+16.8pp | 69.1%+10.2pp | 70.9%+8.5pp |
| Annual return | -6.08% | 0.72%-6.8pp | 32.53%-38.6pp | 244.93%-251.0pp |
| Employer contribution / active EE | $799 | $777+2.7% | $1,961-59.3% | $2,078-61.6% |
| Participant deferral / active EE | $3,269 | $2,181+49.9% | $3,108+5.2% | $3,356-2.6% |
| Admin fee / account holder | $126 | $114+10.3% | $5,059-97.5% | $115+9.5% |