Filed October 21, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 34-4291971 | Consulting | $130,766 |
FID INV INST OPS CO2 years Filed as: FID MGMT TRUST CO Service code 16 · EIN 04-3532603 | Consulting | $24,144 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 17.25% | 5.34%+11.9pp | 9.14%+8.1pp | 9.30%+8.0pp |
| Employer contribution / active EE | $7,541 | $9,329-19.2% | $40,523-81.4% | $12,551-39.9% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |