Filed January 30, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $353,359 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $38,800 |
KPMG LLP2 years Filed as: KPMG LLC Service code 10 · EIN 13-5565207 | Accounting | $32,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $9,700 |
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.
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 | $82,918 | $69,238+19.8% | $185,823-55.4% | $101,517-18.3% |
| Participation rate | 66.5% | 73.5%-7.0pp | 81.7%-15.2pp | 74.6%-8.0pp |
| Annual return | 17.65% | 21.26%-3.6pp | 122.05%-104.4pp | 21.00%-3.3pp |
| Employer contribution / active EE | $0 | $2,104-100.0% | $5,167-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $4,867 | $3,764+29.3% | $5,568-12.6% | $4,873-0.1% |
| Admin fee / account holder | $60 | $66-9.7% | $16,237-99.6% | $139-57.0% |