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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER CAPITAL ADVISORS LLC Service code 26 · EIN 45-6618198 6500 WEST FREEWAY · FORT WORTH, TX 76116 | Advisory (Participants) | $17,094 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $306 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,778 | $70,908+13.9% | $98,907-18.3% | $73,488+9.9% |
| Participation rate | 85.5% | 73.8%+11.7pp | 76.0%+9.4pp | 70.7%+14.8pp |
| Annual return | 11.13% | 34.17%-23.0pp | 196.43%-185.3pp | 28.51%-17.4pp |
| Employer contribution / active EE | $1,844 | $2,036-9.4% | $2,689-31.4% | $2,270-18.8% |
| Participant deferral / active EE | $4,747 | $3,500+35.6% | $4,244+11.8% | $3,740+26.9% |
| Admin fee / account holder | $168 | $535-68.6% | $6,642-97.5% | $513-67.2% |