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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $330,381 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $50,560 |
Filed as: ARTHUR J GALLAGHER RISK MANAGEMENT Service code 27 · EIN 36-2102482 | Advisory (Plan) | $15,866 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,596 | $130,052-64.9% | $86,717-47.4% | $77,906-41.5% |
| Participation rate | 100.0% | 85.9%+14.1pp | 76.6%+23.4pp | 73.7%+26.3pp |
| Annual return | -14.74% | -12.73%-2.0pp | 35.97%-50.7pp | 12.16%-26.9pp |
| Employer contribution / active EE | $2,067 | $3,214-35.7% | $2,837-27.2% | $2,846-27.4% |
| Participant deferral / active EE | $3,446 | $5,741-40.0% | $4,657-26.0% | $4,805-28.3% |
| Admin fee / account holder | $74 | $132-43.9% | $7,494-99.0% | $133-44.2% |