Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $122,368 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $15,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,163 | $34,634-47.6% | $77,096-76.4% | $64,819-72.0% |
| Participation rate | 47.5% | 49.8%-2.3pp | 67.9%-20.4pp | 71.5%-23.9pp |
| Annual return | -13.31% | -5.31%-8.0pp | 42.35%-55.7pp | 32.84%-46.1pp |
| Employer contribution / active EE | $2,037 | $1,385+47.1% | $2,814-27.6% | $2,507-18.8% |
| Participant deferral / active EE | $5,005 | $2,553+96.0% | $4,429+13.0% | $4,311+16.1% |
| Admin fee / account holder | $166 | $178-6.9% | $5,428-96.9% | $188-11.6% |