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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,604 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $17,500 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,257 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,716 | $99,168-63.0% | $96,576-62.0% | $74,440-50.7% |
| Participation rate | 92.7% | 80.7%+12.0pp | 76.0%+16.7pp | 70.7%+21.9pp |
| Annual return | -13.01% | 22.40%-35.4pp | 25.87%-38.9pp | 34.37%-47.4pp |
| Employer contribution / active EE | $1,418 | $2,570-44.8% | $2,965-52.2% | $2,638-46.2% |
| Participant deferral / active EE | $4,137 | $4,936-16.2% | $4,851-14.7% | $4,529-8.6% |
| Admin fee / account holder | $124 | $225-44.7% | $8,253-98.5% | $348-64.2% |