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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,116 | $51,197+154.1% | $82,719+57.3% | $66,914+94.5% |
| Participation rate | 83.6% | 67.8%+15.8pp | 72.6%+11.0pp | 69.8%+13.8pp |
| Annual return | -16.98% | -9.64%-7.3pp | 701.18%-718.2pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,478 | $2,611-5.1% | $3,009-17.6% | $2,544-2.6% |
| Participant deferral / active EE | $12,420 | $3,458+259.2% | $4,395+182.6% | $4,237+193.1% |
| Admin fee / account holder | $220 | $416-47.1% | $5,329-95.9% | $593-62.9% |