Filed October 21, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 34-4291971 | Consulting | $129,850 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $362,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.3%-20.3pp | 0.0%0pp |
| Annual return | 11.96% | 8.75%+3.2pp | 64.23%-52.3pp | 8.75%+3.2pp |
| Employer contribution / active EE | $7,057 | $15,185-53.5% | $31,311-77.5% | $15,185-53.5% |
| Participant deferral / active EE | $0 | $753-100.0% | $251-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $354,836-100.0% | - |