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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,382 |
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 | $163,152 | $60,393+170.2% | $81,820+99.4% | $74,429+119.2% |
| Participation rate | 92.7% | 62.9%+29.8pp | 72.4%+20.4pp | 67.2%+25.5pp |
| Annual return | 14.62% | 16.89%-2.3pp | 777.93%-763.3pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $20,220 | $2,626+669.9% | $2,915+593.6% | $2,625+670.3% |
| Participant deferral / active EE | $16,065 | $3,397+372.9% | $4,323+271.6% | $4,348+269.4% |
| Admin fee / account holder | $211 | $1,491-85.9% | $7,391-97.1% | $1,944-89.2% |