Filed April 21, 2021 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 26 · EIN 36-4291971 | Advisory (Participants) | $24,928 |
NWPS2 years Service code 13 · EIN 91-2090931 | Contract Administrator | $14,787 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 27-0435466 | Advisory (Participants) | $9,810 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,487 | $45,863+134.4% | $77,024+39.6% | $68,494+56.9% |
| Participation rate | 98.8% | 55.9%+42.8pp | 67.9%+30.8pp | 67.9%+30.9pp |
| Annual return | -18.46% | 1.72%-20.2pp | 42.32%-60.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $6,342 | $1,650+284.5% | $2,812+125.5% | $2,596+144.3% |
| Participant deferral / active EE | $10,776 | $2,962+263.8% | $4,426+143.5% | $4,027+167.6% |
| Admin fee / account holder | $354 | $3,041-88.4% | $5,425-93.5% | $5,403-93.4% |