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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,084-35.2% | $67,681-37.7% | $64,340-34.5% |
| Participation rate | 45.6% | 66.7%-21.1pp | 73.7%-28.1pp | 55.2%-9.6pp |
| Annual return | 13.85% | 20.50%-6.7pp | 590.58%-576.7pp | 24.14%-10.3pp |
| Employer contribution / active EE | $565 | $2,398-76.4% | $2,678-78.9% | $1,862-69.6% |
| Participant deferral / active EE | $1,549 | $3,210-51.7% | $3,976-61.0% | $2,980-48.0% |
| Admin fee / account holder | $271 | $1,415-80.8% | $6,100-95.6% | $3,703-92.7% |