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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $148,726 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $50,000 |
Service code 10 · EIN 59-1152714 | Accounting | $32,285 |
Form 5500 reported that benefits due were not provided when due.
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 | $22,226 | $44,626-50.2% | $86,216-74.2% | $80,157-72.3% |
| Participation rate | 93.0% | 63.5%+29.5pp | 69.0%+24.0pp | 72.9%+20.1pp |
| Annual return | 16.99% | 19.61%-2.6pp | 1169.42%-1152.4pp | 40.39%-23.4pp |
| Employer contribution / active EE | $1,055 | $1,099-4.0% | $2,382-55.7% | $2,977-64.6% |
| Participant deferral / active EE | $4,532 | $2,769+63.7% | $3,986+13.7% | $5,015-9.6% |
| Admin fee / account holder | $143 | $133+7.4% | $6,853-97.9% | $145-1.3% |