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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,077 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $13,793 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,872 | $93,598-9.3% | $135,974-37.6% | $75,173+12.9% |
| Participation rate | 82.3% | 75.2%+7.1pp | 81.9%+0.4pp | 67.2%+15.1pp |
| Annual return | 21.31% | 30.89%-9.6pp | 68.30%-47.0pp | 160.72%-139.4pp |
| Employer contribution / active EE | $6,627 | $3,538+87.3% | $4,859+36.4% | $2,671+148.1% |
| Participant deferral / active EE | $11,234 | $6,405+75.4% | $7,760+44.8% | $4,126+172.2% |
| Admin fee / account holder | $261 | $6,978-96.3% | $10,767-97.6% | $5,651-95.4% |