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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,655 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 26 · EIN 36-4291971 PO BOX 71396 · CHICAGO, IL 606941396 | Advisory (Participants) | $6,409 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,038 | $46,332-37.3% | $143,797-79.8% | $64,824-55.2% |
| Participation rate | 71.8% | 64.2%+7.5pp | 80.3%-8.5pp | 71.5%+0.3pp |
| Annual return | -14.14% | -10.05%-4.1pp | -0.04%-14.1pp | 32.84%-47.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $3,467 | $2,647+30.9% | $5,638-38.5% | $4,311-19.6% |
| Admin fee / account holder | $27 | $154-82.6% | $14,679-99.8% | $188-85.7% |