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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $57,923 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $38,295 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,064 | $106,230-40.6% | $147,080-57.1% | $77,736-18.9% |
| Participation rate | 81.6% | 78.4%+3.2pp | 82.2%-0.6pp | 70.6%+11.0pp |
| Annual return | 108.87% | 56.91%+52.0pp | 420.17%-311.3pp | 31.26%+77.6pp |
| Employer contribution / active EE | $7,019 | $4,072+72.3% | $4,933+42.3% | $2,728+157.3% |
| Participant deferral / active EE | $12,435 | $8,001+55.4% | $8,066+54.2% | $4,651+167.4% |
| Admin fee / account holder | $341 | $338+0.8% | $12,989-97.4% | $433-21.3% |