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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,427 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $35,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,316 |
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 | $74,694 | $129,227-42.2% | $184,256-59.5% | $77,762-3.9% |
| Participation rate | 97.1% | 87.4%+9.7pp | 86.8%+10.2pp | 70.6%+26.5pp |
| Annual return | 18.50% | 33.24%-14.7pp | 28.85%-10.3pp | 31.27%-12.8pp |
| Employer contribution / active EE | $3,269 | $4,412-25.9% | $6,427-49.1% | $2,728+19.8% |
| Participant deferral / active EE | $6,912 | $7,307-5.4% | $9,133-24.3% | $4,651+48.6% |
| Admin fee / account holder | $135 | $256-47.3% | $13,899-99.0% | $433-68.8% |