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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $62,339 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,000 |
BURTON MCCUMBER & LONGORIA3 years Filed as: BURTON MCCUMBER & LONGORIA, LLP Service code 10 · EIN 74-2609610 | Accounting | $13,500 |
Service code 10 · EIN 26-1631123 | Accounting | $10,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,783 | $78,781-64.7% | $100,528-72.4% | $73,412-62.2% |
| Participation rate | 80.8% | 80.0%+0.8pp | 79.4%+1.4pp | 72.2%+8.7pp |
| Annual return | 14.88% | 31.69%-16.8pp | 30.90%-16.0pp | 59.30%-44.4pp |
| Employer contribution / active EE | $561 | $2,420-76.8% | $3,419-83.6% | $2,234-74.9% |
| Participant deferral / active EE | $1,670 | $6,537-74.4% | $6,271-73.4% | $3,806-56.1% |
| Admin fee / account holder | $124 | $145-14.3% | $8,084-98.5% | $158-21.2% |