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 |
|---|---|---|
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 |
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 | $48,972 | $78,976-38.0% | $100,383-51.2% | $74,546-34.3% |
| Participation rate | 88.1% | 79.5%+8.6pp | 81.5%+6.6pp | 67.2%+20.9pp |
| Annual return | 18.98% | 20.62%-1.6pp | 49.26%-30.3pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $4,961 | $3,019+64.3% | $3,944+25.8% | $2,624+89.0% |
| Participant deferral / active EE | $13,261 | $7,758+70.9% | $8,086+64.0% | $4,347+205.0% |
| Admin fee / account holder | $155 | $1,330-88.3% | $7,900-98.0% | $1,944-92.0% |