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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $89,891 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 · EIN 36-4291971 | Advisory (Plan) | $13,000 |
RETIREMENT PLANNERS & ADMINISTRATOR10+ years Service code 17 · EIN 62-1038805 | Pension Consulting | $12,832 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $11,232 |
O'DONOGHUE & O'DONOGHUE3 years Filed as: O'DONOGHUE & O'DONOGHUE, LLP Service code 29 5301 WISCONSIN AVENUE, NW, SUITE 80 · WASHINGTON, DC 20015 | Legal | $6,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,235 | $78,636-33.6% | $105,607-50.5% | $74,459-29.8% |
| Participation rate | 69.6% | 72.8%-3.2pp | 75.3%-5.7pp | 67.2%+2.4pp |
| Annual return | 19.73% | 15.96%+3.8pp | 116.11%-96.4pp | 1369.70%-1350.0pp |
| Employer contribution / active EE | $599 | $2,523-76.2% | $3,167-81.1% | $2,626-77.2% |
| Participant deferral / active EE | $1,669 | $4,322-61.4% | $5,011-66.7% | $4,350-61.6% |
| Admin fee / account holder | $529 | $2,220-76.2% | $10,958-95.2% | $1,945-72.8% |