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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,243 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 | Advisory (Plan) | $8,024 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,151 | $64,705-34.9% | $62,929-33.0% | $67,986-38.0% |
| Participation rate | 45.6% | 65.6%-20.0pp | 73.1%-27.5pp | 57.2%-11.6pp |
| Annual return | 13.85% | 20.31%-6.5pp | 1063.93%-1050.1pp | 31.67%-17.8pp |
| Employer contribution / active EE | $565 | $2,376-76.2% | $2,505-77.4% | $2,019-72.0% |
| Participant deferral / active EE | $1,549 | $3,198-51.6% | $3,888-60.2% | $3,358-53.9% |
| Admin fee / account holder | $271 | $1,428-81.0% | $5,065-94.6% | $3,203-91.5% |