Filed June 1, 2026 (most recent of 5 filings on file)
Total covered: 54 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $40,000 |
CROWE LLP1 year Filed as: CROWE HORWATH, LLC. Service code 10 · EIN 35-0921680 | Accounting | $14,000 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $11,329 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,672 | $75,284+52.3% | $91,001+26.0% | $69,631+64.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 13.09% | 48.40%-35.3pp | 4.60%+8.5pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $2,823 | $2,473+14.2% | $2,456+15.0% | $2,032+38.9% |
| Participant deferral / active EE | $6,294 | $3,700+70.1% | $3,547+77.4% | $3,224+95.2% |
| Admin fee / account holder | $6 | $111-94.6% | $5,417-99.9% | $110-94.6% |