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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 | $102,382-8.4% | $147,005-36.2% | $80,874+16.0% |
| Participation rate | 85.4% | 75.8%+9.5pp | 82.2%+3.2pp | 67.6%+17.7pp |
| Annual return | 16.97% | 134.89%-117.9pp | 418.76%-401.8pp | 35.62%-18.6pp |
| Employer contribution / active EE | $6,597 | $3,715+77.6% | $4,934+33.7% | $2,756+139.4% |
| Participant deferral / active EE | $13,165 | $6,646+98.1% | $8,070+63.1% | $4,297+206.4% |
| Admin fee / account holder | $349 | $7,942-95.6% | $13,006-97.3% | $6,935-95.0% |