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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,989 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,500 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $8,750 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,930 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,386 | $86,897-20.2% | $151,639-54.2% | $64,819+7.0% |
| Participation rate | 95.7% | 87.3%+8.4pp | 87.5%+8.2pp | 71.5%+24.2pp |
| Annual return | -17.17% | -3.57%-13.6pp | 3.34%-20.5pp | 32.84%-50.0pp |
| Employer contribution / active EE | $3,317 | $4,010-17.3% | $6,165-46.2% | $2,507+32.3% |
| Participant deferral / active EE | $7,925 | $6,690+18.5% | $8,363-5.2% | $4,311+83.8% |
| Admin fee / account holder | $174 | $153+13.5% | $11,613-98.5% | $188-7.6% |