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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 26 · EIN 36-4291971 PO BOX 40948 · INDIANAPOLIS, IN 46240 | Advisory (Participants) | $7,229 |
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 | $25,282 | $37,196-32.0% | $154,108-83.6% | $55,725-54.6% |
| Participation rate | 34.1% | 64.1%-29.9pp | 83.0%-48.9pp | 70.9%-36.7pp |
| Annual return | -1.78% | 1319.68%-1321.5pp | 735.21%-737.0pp | 244.93%-246.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,473 | $2,068+19.6% | $5,081-51.3% | $3,356-26.3% |
| Admin fee / account holder | $41 | $102-60.1% | $13,411-99.7% | $115-64.8% |