Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORY LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $5,520 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,881 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,281 | $106,749-56.6% | $145,433-68.2% | $82,448-43.9% |
| Participation rate | 97.9% | 75.6%+22.2pp | 82.1%+15.8pp | 68.1%+29.8pp |
| Annual return | 26.50% | 27.59%-1.1pp | 66.58%-40.1pp | 41.64%-15.1pp |
| Employer contribution / active EE | $5,236 | $3,444+52.0% | $4,554+15.0% | $2,551+105.3% |
| Participant deferral / active EE | $9,402 | $6,519+44.2% | $7,897+19.0% | $4,139+127.1% |
| Admin fee / account holder | $72 | $8,390-99.1% | $13,129-99.5% | $7,234-99.0% |