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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,487 | $45,872+134.3% | $77,096+39.4% | $68,486+56.9% |
| Participation rate | 98.8% | 55.9%+42.8pp | 67.9%+30.8pp | 67.9%+30.9pp |
| Annual return | -18.46% | 1.73%-20.2pp | 42.35%-60.8pp | -7.85%-10.6pp |
| Employer contribution / active EE | $6,342 | $1,650+284.5% | $2,814+125.4% | $2,597+144.3% |
| Participant deferral / active EE | $10,776 | $2,963+263.7% | $4,429+143.3% | $4,028+167.6% |
| Admin fee / account holder | $354 | $3,041-88.4% | $5,428-93.5% | $5,404-93.5% |