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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 · EIN 36-4291971 | Actuarial | $357,638 |
STATE STREET GLOBAL ADVISORS2 years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $74,557 |
Service code 12 · EIN 13-3689044 | Claims processing; Plan Administrator... | $30,723 |
HANSON BRIDGETT LLP6+ years Service code 29 · EIN 94-1205338 | Legal | $23,525 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $22,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 1.73% | 7.03%-5.3pp | 9.82%-8.1pp | 7.65%-5.9pp |
| Employer contribution / active EE | $59,829 | $15,106+296.1% | $30,322+97.3% | $20,582+190.7% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |