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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $21,268 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,239 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,788 | $102,422-8.4% | $147,117-36.2% | $80,959+15.8% |
| Participation rate | 85.4% | 75.9%+9.5pp | 82.2%+3.2pp | 67.7%+17.7pp |
| Annual return | 16.97% | 135.16%-118.2pp | 420.54%-403.6pp | 35.67%-18.7pp |
| Employer contribution / active EE | $6,597 | $3,717+77.5% | $4,932+33.7% | $2,757+139.3% |
| Participant deferral / active EE | $13,165 | $6,652+97.9% | $8,065+63.2% | $4,300+206.1% |
| Admin fee / account holder | $349 | $7,953-95.6% | $12,993-97.3% | $6,925-95.0% |