Filed October 21, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $152,484 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $112,006 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,890 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,377 | $122,585-65.4% | $184,256-77.0% | $200,096-78.8% |
| Participation rate | 89.5% | 86.9%+2.5pp | 86.8%+2.6pp | 72.0%+17.5pp |
| Annual return | 14.98% | 144.12%-129.1pp | 28.85%-13.9pp | 34.26%-19.3pp |
| Employer contribution / active EE | $1,485 | $4,571-67.5% | $6,427-76.9% | $3,038-51.1% |
| Participant deferral / active EE | $4,491 | $7,972-43.7% | $9,133-50.8% | $5,090-11.8% |
| Admin fee / account holder | $121 | $120+0.4% | $13,899-99.1% | $269-55.2% |