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 LLP2 years Filed as: CROWE HORWATH, LLC. Service code 10 · EIN 35-0921680 | Accounting | $14,000 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $7,648 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $120,661 | $65,223+85.0% | $80,019+50.8% | $55,725+116.5% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | 12.92% | 7.59%+5.3pp | 11.22%+1.7pp | 244.93%-232.0pp |
| Employer contribution / active EE | $2,695 | $2,544+5.9% | $2,468+9.2% | $2,078+29.7% |
| Participant deferral / active EE | $6,187 | $3,881+59.4% | $3,686+67.9% | $3,356+84.4% |
| Admin fee / account holder | $5 | $114-95.4% | $6,521-99.9% | $115-95.4% |