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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $177,021 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $72,000 |
BDO USA, LLP7+ years Service code 10 · EIN 13-5381590 | Accounting | $20,386 |
SMITH & HOWARD, PC1 year Filed as: SMITH & DOWNEY, P.A. Service code 29 · EIN 52-1839270 | Legal | $16,889 |
WITHUMSMITH+BROWN, PC2 years Filed as: DERMODY, BURKE AND BROWN Service code 10 · EIN 01-0723685 | Accounting | $15,600 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,525 | $120,450+95.5% | $159,495+47.7% | $93,010+153.2% |
| Participation rate | 98.7% | 78.0%+20.7pp | 82.8%+15.9pp | 73.9%+24.8pp |
| Annual return | 16.07% | 27.11%-11.0pp | 263.72%-247.7pp | 158.70%-142.6pp |
| Employer contribution / active EE | $4,876 | $3,526+38.3% | $4,831+0.9% | $2,705+80.2% |
| Participant deferral / active EE | $10,553 | $7,283+44.9% | $7,354+43.5% | $4,561+131.4% |
| Admin fee / account holder | $112 | $137-17.7% | $10,804-99.0% | $152-25.8% |