Filed March 31, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $150,970 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $5,367 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,426 | $107,415-0.9% | $135,998-21.7% | $80,187+32.7% |
| Participation rate | 35.7% | 78.0%-42.3pp | 81.9%-46.2pp | 72.9%-37.2pp |
| Annual return | 18.06% | 91.99%-73.9pp | 68.37%-50.3pp | 40.40%-22.3pp |
| Employer contribution / active EE | $978 | $3,878-74.8% | $4,860-79.9% | $2,980-67.2% |
| Participant deferral / active EE | $2,630 | $8,189-67.9% | $7,761-66.1% | $5,016-47.6% |
| Admin fee / account holder | $167 | $127+31.2% | $10,769-98.5% | $145+14.9% |