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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $85,115 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $50,000 |
BURLEIGH CONSULTING GROUP2+ years Service code 15 465 JACK KRAMER DRIVE - STE 2 · MEMPHIS, TN 38117 | Recordkeeping | $26,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,244 | $89,123-21.2% | $102,460-31.4% | $77,762-9.7% |
| Participation rate | 57.7% | 80.9%-23.3pp | 76.5%-18.8pp | 70.6%-12.9pp |
| Annual return | 12.96% | 25.05%-12.1pp | 29.47%-16.5pp | 31.27%-18.3pp |
| Employer contribution / active EE | $2,032 | $2,700-24.7% | $3,025-32.8% | $2,728-25.5% |
| Participant deferral / active EE | $3,564 | $5,148-30.8% | $5,056-29.5% | $4,651-23.4% |
| Admin fee / account holder | $269 | $236+13.9% | $9,460-97.2% | $433-37.9% |