Filed August 11, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,951 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $24,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,971 | $51,288+9.1% | $81,991-31.7% | $73,412-23.8% |
| Participation rate | 67.5% | 64.0%+3.5pp | 69.3%-1.8pp | 72.2%-4.7pp |
| Annual return | 13.59% | 29.48%-15.9pp | 41.31%-27.7pp | 59.30%-45.7pp |
| Employer contribution / active EE | $1,483 | $1,487-0.3% | $2,498-40.6% | $2,234-33.6% |
| Participant deferral / active EE | $4,106 | $2,715+51.2% | $3,722+10.3% | $3,806+7.9% |
| Admin fee / account holder | $233 | $125+86.3% | $5,665-95.9% | $158+47.8% |