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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $67,760 |
GEORGE BAGLEY & COMPANY LLC5 years Service code 10 · EIN 36-2245607 | Accounting | $18,000 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 17 · EIN 36-4291971 | Pension Consulting | $12,500 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,743 | $39,973+6.9% | $79,550-46.3% | $77,904-45.1% |
| Participation rate | 42.7% | 64.6%-21.9pp | 69.5%-26.8pp | 73.7%-31.0pp |
| Annual return | -18.90% | 3.42%-22.3pp | 0.16%-19.1pp | 12.21%-31.1pp |
| Employer contribution / active EE | $597 | $1,088-45.1% | $2,413-75.2% | $2,848-79.0% |
| Participant deferral / active EE | $1,901 | $2,774-31.5% | $3,985-52.3% | $4,806-60.4% |
| Admin fee / account holder | $203 | $113+80.0% | $6,832-97.0% | $133+53.3% |