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 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.2%-17.2pp | 0.0%0pp |
| Annual return | 11.96% | 9.04%+2.9pp | 44.37%-32.4pp | 9.04%+2.9pp |
| Employer contribution / active EE | $7,057 | $14,127-50.0% | $36,004-80.4% | $14,127-50.0% |
| Participant deferral / active EE | $0 | $665-100.0% | $159-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |