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 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 | $101,499+50.0% | $147,005+3.5% | $74,546+104.2% |
| Participation rate | 63.1% | 75.5%-12.4pp | 82.2%-19.0pp | 67.2%-4.1pp |
| Annual return | 13.84% | 8732.34%-8718.5pp | 418.76%-404.9pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $3,287 | $3,811-13.7% | $4,934-33.4% | $2,624+25.3% |
| Participant deferral / active EE | $9,390 | $7,304+28.6% | $8,070+16.4% | $4,347+116.0% |
| Admin fee / account holder | $434 | $1,748-75.2% | $13,006-96.7% | $1,944-77.7% |