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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,735 |
Filed as: GALLAGHER FIDUCIARY ADVI Service code 27 · EIN 36-4291971 | Advisory (Plan) | $30,000 |
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 | $67,031 | $79,209-15.4% | $102,434-34.6% | $74,459-10.0% |
| Participation rate | 97.8% | 74.8%+23.0pp | 76.5%+21.3pp | 67.2%+30.6pp |
| Annual return | 11.86% | 54.98%-43.1pp | 29.46%-17.6pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $1,642 | $2,362-30.5% | $3,023-45.7% | $2,626-37.5% |
| Participant deferral / active EE | $6,157 | $4,417+39.4% | $5,055+21.8% | $4,350+41.6% |
| Admin fee / account holder | $197 | $2,002-90.2% | $9,462-97.9% | $1,945-89.9% |