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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $35,160 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 26 · EIN 36-4291971 PO BOX 71396 · CHICAGO, IL 606941396 | Advisory (Participants) | $11,258 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,639 | $47,180-16.0% | $149,723-73.5% | $74,473-46.8% |
| Participation rate | 75.4% | 63.4%+12.0pp | 78.8%-3.4pp | 70.7%+4.6pp |
| Annual return | 13.74% | 22.75%-9.0pp | 134.50%-120.8pp | 34.36%-20.6pp |
| Employer contribution / active EE | $2,587 | $1,907+35.6% | $4,821-46.4% | $2,638-2.0% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $38 | $343-88.8% | $13,215-99.7% | $347-88.9% |