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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 60694 | Advisory (Plan) | $42,531 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,485 |
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 | $50,948 | $89,435-43.0% | $164,975-69.1% | $77,714-34.4% |
| Participation rate | 96.1% | 78.6%+17.4pp | 78.6%+17.4pp | 70.6%+25.5pp |
| Annual return | 15.81% | 28.82%-13.0pp | 70.12%-54.3pp | 31.26%-15.4pp |
| Employer contribution / active EE | $4,627 | $2,563+80.5% | $4,343+6.5% | $2,727+69.7% |
| Participant deferral / active EE | $7,421 | $4,901+51.4% | $6,033+23.0% | $4,649+59.6% |
| Admin fee / account holder | $128 | $340-62.4% | $12,688-99.0% | $433-70.6% |