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 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $17,099 |
CROWE LLP4 years Filed as: CROWE HORWATH, LLC. Service code 29 · EIN 35-0921680 | Legal | $14,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,851 | $85,135+17.3% | $98,920+0.9% | $73,412+36.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 10.97% | 19.14%-8.2pp | 196.47%-185.5pp | 59.30%-48.3pp |
| Employer contribution / active EE | $2,513 | $2,721-7.7% | $2,689-6.6% | $2,234+12.5% |
| Participant deferral / active EE | $5,868 | $4,349+34.9% | $4,245+38.2% | $3,806+54.2% |
| Admin fee / account holder | $73 | $139-47.8% | $6,643-98.9% | $158-54.0% |