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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $24,086 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,669 |
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,667 | $129,227-63.1% | $184,256-74.1% | $77,762-38.7% |
| Participation rate | 88.2% | 87.4%+0.8pp | 86.8%+1.3pp | 70.6%+17.6pp |
| Annual return | 37.68% | 33.24%+4.4pp | 28.85%+8.8pp | 31.27%+6.4pp |
| Employer contribution / active EE | $1,577 | $4,412-64.3% | $6,427-75.5% | $2,728-42.2% |
| Participant deferral / active EE | $4,905 | $7,307-32.9% | $9,133-46.3% | $4,651+5.5% |
| Admin fee / account holder | $74 | $256-71.0% | $13,899-99.5% | $433-82.8% |