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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $47,492 |
Filed as: GALLAGHER RETIREMENT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $17,391 |
Filed as: COSTANTINO RICHARDS RIZZO, LLP Service code 10 · EIN 04-3257840 | Accounting | $11,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,346 | $36,916-53.0% | $156,551-88.9% | $57,658-69.9% |
| Participation rate | 47.2% | 63.4%-16.2pp | 84.0%-36.8pp | 70.2%-23.0pp |
| Annual return | 9.14% | 12.38%-3.2pp | 32.23%-23.1pp | 5.13%+4.0pp |
| Employer contribution / active EE | $285 | $1,571-81.8% | $5,501-94.8% | $1,974-85.6% |
| Participant deferral / active EE | $1,752 | $1,926-9.0% | $4,871-64.0% | $3,061-42.8% |
| Admin fee / account holder | $205 | $82+148.4% | $13,028-98.4% | $95+116.8% |