Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,633 |
KESTRA INVESTMENT SERVICES LLC7+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $23,421 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $21,519 |
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 | $44,392 | $82,163-46.0% | $125,363-64.6% | $64,814-31.5% |
| Participation rate | 89.7% | 77.9%+11.8pp | 82.4%+7.4pp | 71.5%+18.3pp |
| Annual return | -14.58% | 3.49%-18.1pp | 572.15%-586.7pp | 32.84%-47.4pp |
| Employer contribution / active EE | $2,382 | $3,616-34.1% | $4,815-50.5% | $2,507-5.0% |
| Participant deferral / active EE | $8,294 | $7,175+15.6% | $7,447+11.4% | $4,310+92.4% |
| Admin fee / account holder | $183 | $163+12.2% | $10,005-98.2% | $188-2.5% |