Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
40
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN P GILLIS.
Plan sponsor
Name
STEVEN P GILLIS
EIN
45-3637362
Address
5117 N CROATAN HWY · KITTY HAWK, NC · 27949
Phone
(252) 457-0111
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
