Filed December 9, 2024
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $67,846 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 · EIN 36-4291971 | Consulting | $45,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,306 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,585 | $241,101-74.0% | $103,333-39.4% | $199,593-68.6% |
| Participation rate | 89.5% | 78.3%+11.2pp | 74.5%+15.0pp | 72.0%+17.5pp |
| Annual return | 15.46% | 17.80%-2.3pp | 24.88%-9.4pp | 34.25%-18.8pp |
| Employer contribution / active EE | $2,532 | $4,244-40.3% | $3,868-34.5% | $3,034-16.5% |
| Participant deferral / active EE | $3,378 | $3,958-14.7% | $5,057-33.2% | $5,087-33.6% |
| Admin fee / account holder | $60 | $288-79.2% | $8,355-99.3% | $269-77.7% |