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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,649 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,679 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,035 | $54,193-22.4% | $93,669-55.1% | $77,714-45.9% |
| Participation rate | 30.0% | 63.9%-33.9pp | 68.7%-38.7pp | 70.6%-40.6pp |
| Annual return | 22.41% | 30.54%-8.1pp | 133.59%-111.2pp | 31.26%-8.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,424-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $3,415 | $3,144+8.6% | $4,416-22.7% | $4,649-26.5% |
| Admin fee / account holder | $310 | $576-46.1% | $8,291-96.3% | $433-28.4% |