Filed March 10, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,669 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $16,667 |
AGSN, P.C.2 years Service code 10 · EIN 47-0696474 | Accounting | $10,000 |
DA DAVIDSON & CO5 years Filed as: DA DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $8,954 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,831 | $42,353-24.8% | $79,550-60.0% | $64,808-50.9% |
| Participation rate | 42.4% | 64.8%-22.4pp | 69.5%-27.1pp | 71.5%-29.1pp |
| Annual return | -20.09% | -12.24%-7.9pp | 0.16%-20.3pp | 32.82%-52.9pp |
| Employer contribution / active EE | $913 | $1,181-22.6% | $2,413-62.2% | $2,506-63.6% |
| Participant deferral / active EE | $1,709 | $3,170-46.1% | $3,985-57.1% | $4,310-60.4% |
| Admin fee / account holder | $271 | $160+70.1% | $6,832-96.0% | $188+44.5% |