Filed November 6, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,543 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $16,000 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $130,116 | $51,226+154.0% | $82,744+57.3% | $66,938+94.4% |
| Participation rate | 83.6% | 67.9%+15.7pp | 72.6%+11.0pp | 69.8%+13.8pp |
| Annual return | -16.98% | -9.61%-7.4pp | 702.22%-719.2pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,478 | $2,612-5.1% | $3,008-17.6% | $2,545-2.6% |
| Participant deferral / active EE | $12,420 | $3,460+259.0% | $4,395+182.6% | $4,238+193.0% |
| Admin fee / account holder | $220 | $416-47.1% | $5,325-95.9% | $594-62.9% |