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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $59,998 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $50,986 |
BDO USA, LLP1 year Filed as: BDO USA, P.C.EFGHI Service code 10 · EIN 13-5381590 601 UNION STREET · SEATTLE, WA 98101 | Accounting | $10,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,186 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,175 | $88,360-35.3% | $145,433-60.7% | $67,986-15.9% |
| Participation rate | 99.2% | 65.5%+33.7pp | 82.1%+17.1pp | 57.2%+42.0pp |
| Annual return | 24.23% | 63.15%-38.9pp | 66.58%-42.3pp | 31.67%-7.4pp |
| Employer contribution / active EE | $7,440 | $3,054+143.6% | $4,554+63.4% | $2,019+268.6% |
| Participant deferral / active EE | $15,933 | $5,932+168.6% | $7,897+101.8% | $3,358+374.5% |
| Admin fee / account holder | $368 | $3,313-88.9% | $13,129-97.2% | $3,203-88.5% |