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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $9,696 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,001 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,309 | $86,655-9.6% | $119,609-34.5% | $66,914+17.0% |
| Participation rate | 68.5% | 75.6%-7.0pp | 79.3%-10.7pp | 69.8%-1.3pp |
| Annual return | -18.53% | -8.00%-10.5pp | -14.97%-3.6pp | 1.58%-20.1pp |
| Employer contribution / active EE | $3,285 | $2,536+29.6% | $4,232-22.4% | $2,544+29.1% |
| Participant deferral / active EE | $6,748 | $4,358+54.8% | $5,602+20.4% | $4,237+59.3% |
| Admin fee / account holder | $166 | $755-78.0% | $10,323-98.4% | $593-72.0% |