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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,805 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $27,591 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $24,677 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,741 | $84,482+69.0% | $125,363+13.9% | $66,930+113.3% |
| Participation rate | 74.2% | 76.4%-2.2pp | 82.4%-8.2pp | 69.8%+4.4pp |
| Annual return | -14.43% | -8.49%-5.9pp | 572.15%-586.6pp | 1.57%-16.0pp |
| Employer contribution / active EE | $4,106 | $3,553+15.6% | $4,815-14.7% | $2,545+61.3% |
| Participant deferral / active EE | $11,478 | $6,782+69.3% | $7,447+54.1% | $4,238+170.9% |
| Admin fee / account holder | $456 | $685-33.4% | $10,005-95.4% | $593-23.1% |