Filed June 9, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,069 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $35,618 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $167,402 | $60,393+177.2% | $81,820+104.6% | $74,429+124.9% |
| Participation rate | 97.7% | 62.9%+34.8pp | 72.4%+25.3pp | 67.2%+30.5pp |
| Annual return | 13.87% | 16.89%-3.0pp | 777.93%-764.1pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $13,269 | $2,626+405.2% | $2,915+355.2% | $2,625+405.5% |
| Participant deferral / active EE | $10,324 | $3,397+203.9% | $4,323+138.8% | $4,348+137.4% |
| Admin fee / account holder | $363 | $1,491-75.6% | $7,391-95.1% | $1,944-81.3% |