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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,908 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,273 | $30,107+17.2% | $61,452-42.6% | $64,819-45.6% |
| Participation rate | 32.1% | 36.4%-4.3pp | 52.6%-20.5pp | 71.5%-39.4pp |
| Annual return | -16.18% | -13.99%-2.2pp | 338.96%-355.1pp | 32.84%-49.0pp |
| Employer contribution / active EE | $637 | $537+18.6% | $1,160-45.1% | $2,507-74.6% |
| Participant deferral / active EE | $1,316 | $1,126+16.9% | $2,125-38.1% | $4,311-69.5% |
| Admin fee / account holder | $229 | $148+54.3% | $2,131-89.3% | $188+21.8% |