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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,271 |
Filed as: ARTHUR J GALLAGHER Service code 27 · EIN 36-2151613 | Advisory (Plan) | $12,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,952 | $43,423-31.0% | $78,676-61.9% | $55,167-45.7% |
| Participation rate | 94.3% | 68.0%+26.2pp | 73.6%+20.7pp | 69.0%+25.3pp |
| Annual return | 10.53% | 11.53%-1.0pp | 62.19%-51.7pp | 169.23%-158.7pp |
| Employer contribution / active EE | $2,240 | $1,997+12.2% | $2,850-21.4% | $1,963+14.1% |
| Participant deferral / active EE | $6,419 | $2,509+155.9% | $3,517+82.5% | $3,054+110.2% |
| Admin fee / account holder | $88 | $416-78.9% | $4,510-98.1% | $504-82.6% |