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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $68,313 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $50,000 |
BURLEIGH CONSULTING GROUP1+ years Service code 15 465 JACK KRAMER DRIVE - STE 2 · MEMPHIS, TN 38117 | Recordkeeping | $41,348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,616 | $99,201-43.9% | $96,544-42.4% | $74,473-25.3% |
| Participation rate | 61.1% | 80.7%-19.6pp | 76.0%-14.9pp | 70.7%-9.6pp |
| Annual return | 17.44% | 22.40%-5.0pp | 25.88%-8.4pp | 34.36%-16.9pp |
| Employer contribution / active EE | $965 | $2,570-62.4% | $2,966-67.5% | $2,638-63.4% |
| Participant deferral / active EE | $2,063 | $4,938-58.2% | $4,851-57.5% | $4,530-54.5% |
| Admin fee / account holder | $220 | $225-2.3% | $8,254-97.3% | $347-36.7% |