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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,157 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $24,000 |
FINLEY & COOK1 year Filed as: FINLEY & COOK PLLC Service code 10 · EIN 73-0604334 | Accounting | $10,000 |
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 | $55,818 | $56,423-1.1% | $77,183-27.7% | $71,495-21.9% |
| Participation rate | 86.1% | 64.3%+21.8pp | 69.6%+16.5pp | 67.9%+18.1pp |
| Annual return | 14.71% | 19.05%-4.3pp | 37.89%-23.2pp | 28.85%-14.1pp |
| Employer contribution / active EE | $943 | $1,866-49.5% | $2,534-62.8% | $2,589-63.6% |
| Participant deferral / active EE | $3,624 | $3,142+15.3% | $3,833-5.4% | $4,291-15.5% |
| Admin fee / account holder | $251 | $1,429-82.5% | $5,475-95.4% | $1,588-84.2% |