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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $15,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $22,468 | $72,770-69.1% | $67,652-66.8% | $55,191-59.3% |
| Participation rate | 64.9% | 78.8%-13.9pp | 75.7%-10.8pp | 69.2%-4.3pp |
| Annual return | 88.72% | -3.26%+92.0pp | 6625.40%-6536.7pp | 10.78%+77.9pp |
| Employer contribution / active EE | $343 | $1,769-80.6% | $2,266-84.9% | $1,899-81.9% |
| Participant deferral / active EE | $3,151 | $3,408-7.6% | $3,560-11.5% | $3,046+3.4% |
| Admin fee / account holder | $78 | $79-0.6% | $4,821-98.4% | $91-13.7% |