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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $26,522 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,915 | $58,627-2.9% | $76,735-25.8% | $82,448-31.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 69.5%-69.5pp | 68.1%-68.1pp |
| Annual return | 14.87% | 39.10%-24.2pp | 29.77%-14.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $5,536 | $1,729+220.1% | $2,454+125.6% | $2,551+117.0% |
| Participant deferral / active EE | $10,803 | $3,134+244.7% | $4,088+164.3% | $4,139+161.0% |
| Admin fee / account holder | $587 | $5,323-89.0% | $7,189-91.8% | $7,234-91.9% |