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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $358,344 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $50,956 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,909 | $104,544-47.5% | $96,564-43.1% | $80,187-31.5% |
| Participation rate | 98.8% | 86.4%+12.4pp | 76.0%+22.8pp | 72.9%+25.8pp |
| Annual return | 14.61% | 21.79%-7.2pp | 25.89%-11.3pp | 40.40%-25.8pp |
| Employer contribution / active EE | $2,114 | $3,527-40.1% | $2,967-28.7% | $2,980-29.0% |
| Participant deferral / active EE | $3,727 | $6,170-39.6% | $4,852-23.2% | $5,016-25.7% |
| Admin fee / account holder | $80 | $107-24.9% | $8,256-99.0% | $145-44.7% |