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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SVCS INC Service code 26 · EIN 36-4291971 | Advisory (Participants) | $20,958 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,824 | $79,209-67.4% | $102,434-74.8% | $74,459-65.3% |
| Participation rate | 65.6% | 74.8%-9.2pp | 76.5%-10.9pp | 67.2%-1.6pp |
| Annual return | 12.50% | 54.98%-42.5pp | 29.46%-17.0pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,940 | $4,417-10.8% | $5,055-22.1% | $4,350-9.4% |
| Admin fee / account holder | $121 | $2,002-94.0% | $9,462-98.7% | $1,945-93.8% |