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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 | $93,351-77.3% | $62,929-66.4% | $79,634-73.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 73.1%+26.9pp | 62.5%+37.5pp |
| Annual return | 16.66% | 14.37%+2.3pp | 1063.93%-1047.3pp | 36.46%-19.8pp |
| Employer contribution / active EE | $3,140 | $3,135+0.2% | $2,505+25.4% | $2,529+24.1% |
| Participant deferral / active EE | $1,283 | $3,921-67.3% | $3,888-67.0% | $3,835-66.6% |
| Admin fee / account holder | $35 | $229-84.8% | $5,065-99.3% | $1,002-96.5% |