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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 | $106,247-40.6% | $147,096-57.1% | $77,714-18.9% |
| Participation rate | 81.6% | 78.4%+3.2pp | 82.2%-0.6pp | 70.6%+11.0pp |
| Annual return | 108.87% | 56.87%+52.0pp | 419.75%-310.9pp | 31.26%+77.6pp |
| Employer contribution / active EE | $7,019 | $4,069+72.5% | $4,936+42.2% | $2,727+157.4% |
| Participant deferral / active EE | $12,435 | $7,996+55.5% | $8,071+54.1% | $4,649+167.5% |
| Admin fee / account holder | $341 | $338+0.9% | $13,005-97.4% | $433-21.2% |