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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC. Service code 27 2850 GOLF RD · ROLLING MEADOWS, IL 60008 | Advisory (Plan) | $31,779 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,254 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,058 | $79,181+56.7% | $102,423+21.1% | $74,429+66.7% |
| Participation rate | 64.4% | 74.8%-10.4pp | 76.5%-12.1pp | 67.2%-2.8pp |
| Annual return | 15.32% | 54.97%-39.6pp | 29.42%-14.1pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $7,770 | $4,416+75.9% | $5,054+53.7% | $4,348+78.7% |
| Admin fee / account holder | $362 | $2,002-81.9% | $9,455-96.2% | $1,944-81.4% |