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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 |
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 | $79,169-38.1% | $100,415-51.2% | $74,478-34.2% |
| Participation rate | 88.1% | 79.4%+8.7pp | 81.5%+6.6pp | 67.2%+20.9pp |
| Annual return | 18.98% | 20.51%-1.5pp | 49.47%-30.5pp | 1370.56%-1351.6pp |
| Employer contribution / active EE | $4,961 | $3,017+64.4% | $3,943+25.8% | $2,626+88.9% |
| Participant deferral / active EE | $13,261 | $7,751+71.1% | $8,091+63.9% | $4,350+204.8% |
| Admin fee / account holder | $155 | $1,337-88.4% | $7,906-98.0% | $1,946-92.0% |