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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 11 · EIN 52-2200060 3600 AMERICAN BLVD W · BLOOMINGTON, MN 55431 | Actuarial | $49,250 |
RETIREMENT HORIZONS INC.2+ years Filed as: RETIREMENT HORIZONS Service code 15 · EIN 76-0551794 | Recordkeeping | $44,803 |
WTC CTF DIH2+ years Filed as: WTC-CIF II US INV GRADE CORP Service code 51 · EIN 04-6913417 | Investment Mgmt Fees | $42,833 |
Service code 27 310 GRANT STREET STE 802 · PITTSBURGH, PA 15219 | Advisory (Plan) | $24,500 |
CLARK, SCHAEFER, HACKETT & CO.2+ years Filed as: CLARK, SCHAEFFER, HACKETT & CO. Service code 10 · EIN 31-0800053 10100 INNOVATION DRIVE, SUITE 400 · DAYTON, OH 45342 | Accounting | $22,250 |
ROBERT PIZZO, ESQ.1 year Filed as: ROBERT F PIZZO, ESQ Service code 29 THE POWERS BUILDING - SUITE 727 · ROCHESTER, NY 14614 | Legal | $5,970 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.3%-12.3pp | 9.9%-9.9pp |
| Annual return | -16.91% | -3.51%-13.4pp | -5.16%-11.8pp | -5.25%-11.7pp |
| Employer contribution / active EE | $0 | $11,313-100.0% | $31,020-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |