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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 3600 AMERICAN BLVD · MINNEAPOLIS, MN 55431 | Consulting | $268,000 |
Service code 11 · EIN 13-3689044 | Actuarial | $71,829 |
INDEPENDENT FINANCIAL PARTNERS4+ years Service code 27 8706 S. 700 EAST · SANDY, UT 84070 | Advisory (Plan) | $48,053 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $315,136-100.0% | $286,273-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 37.3%-37.3pp | 30.6%-30.6pp | 47.3%-47.3pp |
| Annual return | 2.11% | 10.25%-8.1pp | 10.78%-8.7pp | 12.16%-10.0pp |
| Employer contribution / active EE | $0 | $47,546-100.0% | $41,857-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $103,433-100.0% | $83,605-100.0% | $17,640-100.0% |