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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,923 | $56,317+228.4% | $71,209+159.7% | $74,304+148.9% |
| Participation rate | 97.1% | 55.1%+42.0pp | 73.8%+23.3pp | 60.3%+36.7pp |
| Annual return | 17.89% | 42.83%-24.9pp | 282.51%-264.6pp | 29.43%-11.5pp |
| Employer contribution / active EE | $15,693 | $2,160+626.5% | $2,721+476.7% | $2,241+600.2% |
| Participant deferral / active EE | $13,705 | $2,788+391.6% | $4,175+228.3% | $3,767+263.8% |
| Admin fee / account holder | $229 | $2,290-90.0% | $5,349-95.7% | $2,969-92.3% |