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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,099 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 · EIN 36-4291971 | Consulting | $5,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,100 | $48,570+11.4% | $130,660-58.6% | $72,975-25.9% |
| Participation rate | 38.9% | 58.6%-19.7pp | 71.7%-32.9pp | 69.5%-30.6pp |
| Annual return | 30.58% | 38.63%-8.0pp | 1709.29%-1678.7pp | 81.01%-50.4pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,950 | $2,384+317.4% | $3,603+176.1% | $3,608+175.8% |
| Admin fee / account holder | $391 | $3,549-89.0% | $5,463-92.8% | $5,124-92.4% |