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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $19,689 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $14,355 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,465 | $64,612-8.0% | $86,451-31.2% | $64,824-8.3% |
| Participation rate | 93.5% | 81.5%+12.1pp | 80.3%+13.2pp | 71.5%+22.1pp |
| Annual return | -17.66% | 0.66%-18.3pp | 4398.51%-4416.2pp | 32.84%-50.5pp |
| Employer contribution / active EE | $1,938 | $2,744-29.4% | $3,770-48.6% | $2,507-22.7% |
| Participant deferral / active EE | $7,719 | $7,497+3.0% | $6,953+11.0% | $4,311+79.0% |
| Admin fee / account holder | $37 | $169-78.2% | $6,734-99.5% | $188-80.4% |