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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $113,483 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$142,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,359 | $100,589-66.8% | $136,298-75.5% | $177,276-81.2% |
| Participation rate | 56.4% | 77.4%-21.1pp | 81.9%-25.5pp | 74.8%-18.5pp |
| Annual return | 984.70% | 39.18%+945.5pp | 5156.27%-4171.6pp | 21.25%+963.4pp |
| Employer contribution / active EE | $0 | $3,259-100.0% | $4,696-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $3,164 | $5,830-45.7% | $6,247-49.4% | $3,881-18.5% |
| Admin fee / account holder | -$7 | $55-112.3% | $9,244-100.1% | $154-104.4% |