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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 60694 | Advisory (Plan) | $24,887 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,174 |
9 funds of $250K or more; 20 lines in all, holding $10.9M of the plan's $11.1M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: T. Rowe Price Retirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 7 vintages | $5.6M | 51.1% |
| including maturity date, rate of Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 20.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $603K | 5.5% |
| Growth Fund (R4) Capital Group · Mutual fund | $416K | 3.8% |
| Federated Hermes Mdt Lrg Cp VI SS Federated Hermes · Mutual fund | $291K | 2.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $231K | 2.1% |
| Columbia Select Mid Cap Value Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $209K | 1.9% |
| Keeley Gabelli Small Cap Dividend Fund Class A Manager not matched · Mutual fund Possible retail class A | $202K | 1.8% |
| Fidelity Adv Leveraged Co Stock A Fidelity (FMR) · Mutual fund Possible retail class A | $198K | 1.8% |
| SmallCap S&P 600 Index Fund Institutional Class Principal · Mutual fund Index | $163K | 1.5% |
See the other 10 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,972 | $79,013-38.0% | $100,391-51.2% | $74,495-34.3% |
| Participation rate | 88.1% | 79.5%+8.6pp | 81.5%+6.6pp | 67.2%+20.9pp |
| Annual return | 18.98% | 20.41%-1.4pp | 49.20%-30.2pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $4,961 | $3,021+64.2% | $3,942+25.9% | $2,623+89.1% |
| Participant deferral / active EE | $13,261 | $7,760+70.9% | $8,082+64.1% | $4,346+205.1% |
| Admin fee / account holder | $155 | $1,320-88.2% | $7,899-98.0% | $1,942-92.0% |