Filed June 9, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,141 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,598 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $14,044 |
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 | $131,832 | $51,226+157.4% | $82,706+59.4% | $66,930+97.0% |
| Participation rate | 96.3% | 67.9%+28.4pp | 72.6%+23.7pp | 69.8%+26.4pp |
| Annual return | -15.42% | -9.61%-5.8pp | 701.76%-717.2pp | 1.57%-17.0pp |
| Employer contribution / active EE | $10,812 | $2,612+313.9% | $3,007+259.5% | $2,545+324.8% |
| Participant deferral / active EE | $8,884 | $3,460+156.8% | $4,394+102.2% | $4,238+109.6% |
| Admin fee / account holder | $334 | $416-19.6% | $5,329-93.7% | $593-43.7% |