Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $39,624 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,470 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,233 | $55,458-2.2% | $76,030-28.7% | $77,762-30.3% |
| Participation rate | 64.2% | 63.6%+0.7pp | 69.1%-4.8pp | 70.6%-6.3pp |
| Annual return | 11.62% | 17.10%-5.5pp | 361.54%-349.9pp | 31.27%-19.7pp |
| Employer contribution / active EE | $1,368 | $1,792-23.7% | $2,688-49.1% | $2,728-49.9% |
| Participant deferral / active EE | $2,354 | $3,454-31.9% | $4,257-44.7% | $4,651-49.4% |
| Admin fee / account holder | $162 | $411-60.5% | $6,421-97.5% | $433-62.5% |