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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $8,064 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $640 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,961 | $112,131+12.3% | $95,964+31.3% | $158,982-20.8% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | -37.01% | 171.19%-208.2pp | 91.64%-128.7pp | 302.99%-340.0pp |
| Employer contribution / active EE | $4,157 | $3,199+29.9% | $2,541+63.6% | $4,763-12.7% |
| Participant deferral / active EE | $5,546 | $4,784+15.9% | $4,167+33.1% | $5,983-7.3% |
| Admin fee / account holder | $118 | $10,136-98.8% | $6,797-98.3% | $11,252-99.0% |