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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,474 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $35,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,325 |
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 | $70,806 | $100,272-29.4% | $170,028-58.4% | $74,440-4.9% |
| Participation rate | 96.5% | 87.4%+9.1pp | 87.0%+9.5pp | 70.7%+25.8pp |
| Annual return | 20.37% | 66.12%-45.7pp | 53.39%-33.0pp | 34.37%-14.0pp |
| Employer contribution / active EE | $2,856 | $4,266-33.0% | $6,788-57.9% | $2,638+8.3% |
| Participant deferral / active EE | $6,733 | $7,147-5.8% | $10,409-35.3% | $4,529+48.7% |
| Admin fee / account holder | $142 | $235-39.4% | $12,820-98.9% | $348-59.2% |