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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BNFT SVC, INC Service code 16 · EIN 13-3727333 | Consulting | $38,399 |
Service code 49 · EIN 74-2794194 | Other Services | $19,374 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,519 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES, LL Service code 27 · EIN 47-1566880 | Advisory (Plan) | $7,200 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $118,750 | $63,905+85.8% | $74,184+60.1% | $57,661+105.9% |
| Participation rate | 99.3% | 79.8%+19.6pp | 76.6%+22.7pp | 70.2%+29.1pp |
| Annual return | 11.26% | 60.60%-49.3pp | 17.74%-6.5pp | 5.13%+6.1pp |
| Employer contribution / active EE | $12,237 | $1,840+564.9% | $2,370+416.3% | $1,974+520.0% |
| Participant deferral / active EE | $9,635 | $3,448+179.4% | $3,550+171.4% | $3,061+214.8% |
| Admin fee / account holder | $55 | $91-39.6% | $5,586-99.0% | $95-41.8% |