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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 26 · EIN 36-4291971 PO BOX 40948 · INDIANAPOLIS, IN 46240 | Advisory (Participants) | $12,771 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,097 | $37,196-29.8% | $154,108-83.1% | $55,725-53.2% |
| Participation rate | 68.3% | 64.1%+4.2pp | 83.0%-14.7pp | 70.9%-2.6pp |
| Annual return | 0.66% | 1319.68%-1319.0pp | 735.21%-734.5pp | 244.93%-244.3pp |
| Employer contribution / active EE | $1,875 | $1,614+16.2% | $5,298-64.6% | $2,078-9.8% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $49 | $102-52.2% | $13,411-99.6% | $115-57.9% |