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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,474 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 26 · EIN 36-4291971 PO BOX 71396 · CHICAGO, IL 606945148 | Advisory (Participants) | $8,591 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,197 | $46,319-28.3% | $143,770-76.9% | $64,811-48.8% |
| Participation rate | 77.7% | 64.2%+13.4pp | 80.3%-2.7pp | 71.5%+6.2pp |
| Annual return | -12.77% | -10.06%-2.7pp | -0.04%-12.7pp | 32.83%-45.6pp |
| Employer contribution / active EE | $2,362 | $1,911+23.6% | $4,951-52.3% | $2,506-5.7% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,638-100.0% | $4,310-100.0% |
| Admin fee / account holder | $25 | $154-83.5% | $14,673-99.8% | $188-86.5% |