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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORY LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $12,026 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,368 | $55,415-59.6% | $155,509-85.6% | $74,495-70.0% |
| Participation rate | 40.5% | 61.9%-21.4pp | 78.2%-37.7pp | 67.2%-26.7pp |
| Annual return | 0.37% | 268.50%-268.1pp | 64.67%-64.3pp | 1364.94%-1364.6pp |
| Employer contribution / active EE | $1,489 | $2,267-34.3% | $4,672-68.1% | $2,623-43.2% |
| Participant deferral / active EE | $3,620 | $2,836+27.6% | $5,626-35.7% | $4,346-16.7% |
| Admin fee / account holder | $103 | $1,738-94.0% | $15,912-99.3% | $1,942-94.7% |