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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 · EIN 52-2200060 | Actuarial | $60,550 |
Service code 26 310 GRANT ST · PITTSBURGH, PA 15219 | Advisory (Participants) | $52,500 |
US BANK8+ years Service code 26 · EIN 41-6271370 | Advisory (Participants) | $15,210 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,977-100.0% | $53,690-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 7.7%-7.7pp | 8.6%-8.6pp | 5.6%-5.6pp |
| Annual return | -25.12% | -15.49%-9.6pp | -4.80%-20.3pp | 39.77%-64.9pp |
| Employer contribution / active EE | $0 | $9,399-100.0% | $30,897-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $320-100.0% | $64-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $4-100.0% | $40,849-100.0% | $62-100.0% |