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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $28,841 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 26 · EIN 36-4291971 PO BOX 71396 · CHICAGO, IL 606941396 | Advisory (Participants) | $8,740 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,415 | $47,180-24.9% | $149,723-76.3% | $74,473-52.4% |
| Participation rate | 72.3% | 63.4%+8.9pp | 78.8%-6.4pp | 70.7%+1.6pp |
| Annual return | 16.10% | 22.75%-6.7pp | 134.50%-118.4pp | 34.36%-18.3pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $3,720 | $2,730+36.2% | $5,682-34.5% | $4,530-17.9% |
| Admin fee / account holder | $35 | $343-89.9% | $13,215-99.7% | $347-90.0% |