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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $21,210 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,845 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.
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 | $33,897 | $72,770-53.4% | $67,652-49.9% | $55,191-38.6% |
| Participation rate | 36.9% | 78.8%-41.9pp | 75.7%-38.8pp | 69.2%-32.3pp |
| Annual return | -0.69% | -3.26%+2.6pp | 6625.40%-6626.1pp | 10.78%-11.5pp |
| Employer contribution / active EE | $691 | $1,769-60.9% | $2,266-69.5% | $1,899-63.6% |
| Participant deferral / active EE | $1,403 | $3,408-58.8% | $3,560-60.6% | $3,046-54.0% |
| Admin fee / account holder | $136 | $79+72.2% | $4,821-97.2% | $91+49.5% |