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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,530 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $30,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,761 | $69,231-58.5% | $91,994-68.7% | $67,579-57.4% |
| Participation rate | 79.6% | 78.9%+0.6pp | 78.6%+0.9pp | 71.3%+8.3pp |
| Annual return | 18.85% | 32.03%-13.2pp | 69.03%-50.2pp | 378.56%-359.7pp |
| Employer contribution / active EE | $552 | $2,284-75.9% | $3,452-84.0% | $2,148-74.3% |
| Participant deferral / active EE | $1,494 | $5,854-74.5% | $5,923-74.8% | $3,539-57.8% |
| Admin fee / account holder | $127 | $107+18.4% | $7,743-98.4% | $142-10.6% |