Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $89,707 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $30,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,337 | $53,254-58.1% | $155,574-85.6% | $199,921-88.8% |
| Participation rate | 39.1% | 64.1%-25.0pp | 78.2%-39.1pp | 72.0%-32.9pp |
| Annual return | 48.97% | 41.18%+7.8pp | 64.87%-15.9pp | 34.28%+14.7pp |
| Employer contribution / active EE | $1,728 | $1,848-6.5% | $4,676-63.0% | $3,035-43.1% |
| Participant deferral / active EE | $3,329 | $3,165+5.2% | $5,629-40.9% | $5,089-34.6% |
| Admin fee / account holder | $185 | $186-0.2% | $15,914-98.8% | $269-31.2% |