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 LLP3 years Filed as: CROWE HORWATH, LLC. Service code 10 · EIN 35-0921680 | Accounting | $14,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $8,732 |
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 | $119,581 | $74,347+60.8% | $93,606+27.7% | $67,579+76.9% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 5.74% | 28.07%-22.3pp | 32.76%-27.0pp | 378.56%-372.8pp |
| Employer contribution / active EE | $2,875 | $2,583+11.3% | $2,718+5.8% | $2,148+33.9% |
| Participant deferral / active EE | $6,538 | $4,060+61.0% | $4,069+60.7% | $3,539+84.7% |
| Admin fee / account holder | $6 | $123-94.9% | $7,888-99.9% | $142-95.6% |