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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $50,813 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $46,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $152,209 | $101,591+49.8% | $147,096+3.5% | $74,429+104.5% |
| Participation rate | 63.1% | 75.5%-12.4pp | 82.2%-19.0pp | 67.2%-4.1pp |
| Annual return | 13.84% | 8746.45%-8732.6pp | 419.75%-405.9pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $3,287 | $3,813-13.8% | $4,936-33.4% | $2,625+25.2% |
| Participant deferral / active EE | $9,390 | $7,302+28.6% | $8,071+16.3% | $4,348+115.9% |
| Admin fee / account holder | $434 | $1,750-75.2% | $13,005-96.7% | $1,944-77.7% |