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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 | $72,471-21.5% | $94,215-39.6% | $86,983-34.6% |
| Participation rate | 0.0% | 63.9%-63.9pp | 70.0%-70.0pp | 69.5%-69.5pp |
| Annual return | 14.87% | 26.44%-11.6pp | 28.22%-13.3pp | 25.83%-11.0pp |
| Employer contribution / active EE | $5,536 | $1,936+186.0% | $2,675+106.9% | $2,584+114.2% |
| Participant deferral / active EE | $10,803 | $3,397+218.0% | $4,276+152.6% | $4,194+157.6% |
| Admin fee / account holder | $587 | $6,468-90.9% | $10,216-94.3% | $7,856-92.5% |