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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $102,413 |
Filed as: GALLAGHER BENEFIT SVCS INC Service code 16 · EIN 36-4291971 | Consulting | $28,576 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,172 | $84,045-74.8% | $77,361-72.6% | $69,255-69.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.0%+25.0pp | 69.0%+31.0pp |
| Annual return | 16.66% | 12.46%+4.2pp | 1011.54%-994.9pp | 26.73%-10.1pp |
| Employer contribution / active EE | $3,140 | $2,954+6.3% | $2,990+5.0% | $2,645+18.7% |
| Participant deferral / active EE | $1,283 | $3,349-61.7% | $3,911-67.2% | $2,890-55.6% |
| Admin fee / account holder | $35 | $239-85.5% | $5,894-99.4% | $733-95.3% |