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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $64,239 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $30,000 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,620 | $56,152+111.2% | $185,827-36.2% | $73,412+61.6% |
| Participation rate | 59.1% | 67.6%-8.4pp | 78.0%-18.9pp | 72.2%-13.1pp |
| Annual return | 12.41% | 17.59%-5.2pp | 35.96%-23.5pp | 59.30%-46.9pp |
| Employer contribution / active EE | $1,551 | $1,532+1.3% | $4,087-62.0% | $2,234-30.6% |
| Participant deferral / active EE | $3,407 | $3,659-6.9% | $5,633-39.5% | $3,806-10.5% |
| Admin fee / account holder | $545 | $132+312.9% | $9,502-94.3% | $158+245.3% |