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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $82,569 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $41,478 |
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 | $40,987 | $101,653-59.7% | $147,080-72.1% | $74,459-45.0% |
| Participation rate | 98.4% | 75.6%+22.9pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 15.74% | 8754.98%-8739.2pp | 420.17%-404.4pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $5,580 | $3,813+46.3% | $4,933+13.1% | $2,626+112.5% |
| Participant deferral / active EE | $11,345 | $7,304+55.3% | $8,066+40.6% | $4,350+160.8% |
| Admin fee / account holder | $334 | $1,752-80.9% | $12,989-97.4% | $1,945-82.8% |