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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $79,329 |
Filed as: GALLAGHER BENEFIT SVCS INC Service code 16 · EIN 36-4291971 | Consulting | $11,763 |
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 | $18,366 | $91,692-80.0% | $67,561-72.8% | $77,714-76.4% |
| Participation rate | 95.4% | 76.0%+19.3pp | 72.9%+22.5pp | 70.6%+24.8pp |
| Annual return | 19.77% | 14.88%+4.9pp | 3525.44%-3505.7pp | 31.26%-11.5pp |
| Employer contribution / active EE | $3,128 | $3,188-1.9% | $2,735+14.4% | $2,727+14.7% |
| Participant deferral / active EE | $1,278 | $3,912-67.3% | $4,003-68.1% | $4,649-72.5% |
| Admin fee / account holder | $56 | $245-77.2% | $4,006-98.6% | $433-87.1% |