Filed November 6, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $32,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,225 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,923 | $47,105+292.6% | $68,368+170.5% | $67,986+172.0% |
| Participation rate | 97.1% | 51.8%+45.3pp | 73.8%+23.3pp | 57.2%+39.9pp |
| Annual return | 17.89% | 48.37%-30.5pp | 292.57%-274.7pp | 31.67%-13.8pp |
| Employer contribution / active EE | $15,693 | $1,859+744.3% | $2,649+492.4% | $2,019+677.4% |
| Participant deferral / active EE | $13,705 | $2,374+477.3% | $4,123+232.4% | $3,358+308.1% |
| Admin fee / account holder | $229 | $2,435-90.6% | $5,150-95.6% | $3,203-92.9% |