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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,141 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $59,662 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILY ADVISOR GROUP, LP Service code 10 · EIN 99-1405547 | Accounting | $9,975 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,922 | $106,264-41.7% | $147,117-57.9% | $77,762-20.4% |
| Participation rate | 92.5% | 78.4%+14.1pp | 82.2%+10.3pp | 70.6%+21.9pp |
| Annual return | 17.98% | 56.94%-39.0pp | 420.54%-402.6pp | 31.27%-13.3pp |
| Employer contribution / active EE | $2,140 | $4,074-47.5% | $4,932-56.6% | $2,728-21.6% |
| Participant deferral / active EE | $8,048 | $8,003+0.6% | $8,065-0.2% | $4,651+73.0% |
| Admin fee / account holder | $237 | $334-29.1% | $12,993-98.2% | $433-45.3% |