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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 | $89,465-43.1% | $165,100-69.1% | $77,762-34.5% |
| Participation rate | 96.1% | 78.6%+17.4pp | 78.6%+17.4pp | 70.6%+25.5pp |
| Annual return | 15.81% | 28.86%-13.1pp | 70.21%-54.4pp | 31.27%-15.5pp |
| Employer contribution / active EE | $4,627 | $2,565+80.4% | $4,348+6.4% | $2,728+69.6% |
| Participant deferral / active EE | $7,421 | $4,904+51.3% | $6,035+23.0% | $4,651+59.6% |
| Admin fee / account holder | $128 | $340-62.5% | $12,696-99.0% | $433-70.5% |