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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $17,446 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,450 |
ADP BROKER-DEALER2+ 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.
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 | $39,928 | $63,905-37.5% | $74,184-46.2% | $57,658-30.8% |
| Participation rate | 45.3% | 79.8%-34.4pp | 76.6%-31.3pp | 70.2%-24.9pp |
| Annual return | 8.28% | 60.60%-52.3pp | 17.74%-9.5pp | 5.13%+3.2pp |
| Employer contribution / active EE | $802 | $1,840-56.4% | $2,370-66.1% | $1,974-59.3% |
| Participant deferral / active EE | $1,702 | $3,448-50.6% | $3,550-52.1% | $3,061-44.4% |
| Admin fee / account holder | $116 | $91+27.6% | $5,586-97.9% | $95+22.9% |