Filed April 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $571,366 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 28 · EIN 36-4291971 | Investment Management | $57,500 |
JONES & ROTH, PC1 year Filed as: JONES AND ROTH Service code 10 · EIN 93-0819646 | Accounting | $17,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,011 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,650 | $118,464-71.6% | $96,544-65.1% | $103,482-67.5% |
| Participation rate | 94.1% | 89.0%+5.1pp | 76.0%+18.1pp | 73.3%+20.8pp |
| Annual return | 18.62% | 18.79%-0.2pp | 25.84%-7.2pp | 33.11%-14.5pp |
| Employer contribution / active EE | $2,203 | $4,210-47.7% | $2,965-25.7% | $3,208-31.3% |
| Participant deferral / active EE | $4,089 | $7,277-43.8% | $4,851-15.7% | $5,207-21.5% |
| Admin fee / account holder | $43 | $81-46.9% | $8,252-99.5% | $114-62.3% |