Filed February 16, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,995 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,461 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,139 | $79,700+119.7% | $153,643+14.0% | $74,459+135.2% |
| Participation rate | 97.4% | 69.8%+27.6pp | 77.1%+20.3pp | 67.2%+30.2pp |
| Annual return | 16.82% | 15.07%+1.8pp | 15.71%+1.1pp | 1369.70%-1352.9pp |
| Employer contribution / active EE | $12,957 | $4,016+222.6% | $5,039+157.1% | $2,626+393.4% |
| Participant deferral / active EE | $14,689 | $5,315+176.4% | $6,754+117.5% | $4,350+237.7% |
| Admin fee / account holder | $272 | $1,790-84.8% | $12,739-97.9% | $1,945-86.0% |