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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 | $69,444-18.0% | $92,985-38.8% | $87,485-34.9% |
| Participation rate | 0.0% | 63.3%-63.3pp | 69.5%-69.5pp | 68.9%-68.9pp |
| Annual return | 14.87% | 23.85%-9.0pp | 27.99%-13.1pp | 26.06%-11.2pp |
| Employer contribution / active EE | $5,536 | $1,917+188.8% | $2,662+107.9% | $2,596+113.2% |
| Participant deferral / active EE | $10,803 | $3,364+221.1% | $4,377+146.8% | $4,274+152.8% |
| Admin fee / account holder | $587 | $6,137-90.4% | $9,463-93.8% | $7,775-92.5% |