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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,074 | $76,112-64.4% | $96,544-72.0% | $71,529-62.2% |
| Participation rate | 67.5% | 74.4%-6.9pp | 76.0%-8.5pp | 67.9%-0.4pp |
| Annual return | 14.54% | 22.80%-8.3pp | 25.88%-11.3pp | 28.97%-14.4pp |
| Employer contribution / active EE | $748 | $2,248-66.7% | $2,966-74.8% | $2,590-71.1% |
| Participant deferral / active EE | $2,056 | $4,217-51.2% | $4,851-57.6% | $4,291-52.1% |
| Admin fee / account holder | $74 | $2,708-97.3% | $8,254-99.1% | $1,588-95.3% |