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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 | Other Fees | $26,743 |
DEFINITI LLC1 year Filed as: DEFINITI Service code 49 | Other Services | $4,491 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $4,419 |
DEFINITI LLC6 years Filed as: DEFINITI, LLC Service code 49 · EIN 85-0833363 | Other Services | $0 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 99 · EIN 36-4291971 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,423 | $44,746+44.0% | $88,179-26.9% | $64,097+0.5% |
| Participation rate | 27.6% | 39.8%-12.2pp | 69.1%-41.5pp | 55.2%-27.6pp |
| Annual return | 14.67% | 24.70%-10.0pp | 64.97%-50.3pp | 34.64%-20.0pp |
| Employer contribution / active EE | $0 | $1,078-100.0% | $2,549-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $4,369 | $2,072+110.9% | $4,614-5.3% | $3,080+41.8% |
| Admin fee / account holder | $418 | $3,437-87.8% | $7,673-94.6% | $3,454-87.9% |