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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,588 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 16 · EIN 36-4291971 | Consulting | $25,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,319 | $50,199+2.2% | $69,884-26.6% | $66,938-23.3% |
| Participation rate | 93.7% | 66.3%+27.3pp | 70.5%+23.2pp | 69.8%+23.9pp |
| Annual return | -15.52% | -13.85%-1.7pp | 190.81%-206.3pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,372 | $1,864-26.4% | $2,560-46.4% | $2,545-46.1% |
| Participant deferral / active EE | $4,466 | $3,112+43.5% | $3,848+16.0% | $4,238+5.4% |
| Admin fee / account holder | $248 | $600-58.7% | $6,266-96.0% | $594-58.3% |