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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,356 |
OUM & CO. LLP1 year Service code 10 · EIN 94-2682998 | Accounting | $26,464 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $7,500 |
Service code 61 1250 S CAPITAL OF TEXAS HWY BLDG · WEST LAKE HILLS, TX 78746 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,490 | $33,232-41.4% | $71,796-72.9% | $63,975-69.5% |
| Participation rate | 31.2% | 60.1%-28.9pp | 69.1%-37.9pp | 71.1%-39.9pp |
| Annual return | 12.89% | 11.99%+0.9pp | 78.04%-65.1pp | 48.65%-35.8pp |
| Employer contribution / active EE | $114 | $723-84.2% | $1,924-94.1% | $2,182-94.8% |
| Participant deferral / active EE | $1,615 | $1,604+0.7% | $2,794-42.2% | $3,356-51.9% |
| Admin fee / account holder | $37 | $63-41.5% | $4,815-99.2% | $70-47.3% |