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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $34,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,413 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,395 | $90,003+17.1% | $100,398+5.0% | $77,692+35.7% |
| Participation rate | 97.1% | 81.3%+15.8pp | 81.5%+15.6pp | 70.6%+26.5pp |
| Annual return | 17.35% | 20.61%-3.3pp | 49.32%-32.0pp | 31.25%-13.9pp |
| Employer contribution / active EE | $6,399 | $3,043+110.3% | $3,946+62.2% | $2,726+134.7% |
| Participant deferral / active EE | $13,416 | $8,287+61.9% | $8,084+66.0% | $4,648+188.6% |
| Admin fee / account holder | $41 | $172-76.1% | $7,893-99.5% | $431-90.5% |