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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 11 · EIN 36-4291971 | Actuarial | $540,006 |
US BANK1 year Service code 21 · EIN 31-0841368 | Bank Trustee | $156,059 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $398,892-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 54.1%-54.1pp | 2.2%-2.2pp |
| Annual return | 9.86% | 9.11%+0.7pp | 8.54%+1.3pp | 9.11%+0.7pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $37,153-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $18-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $77,551-100.0% | $125-100.0% |