Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $24,952 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 17 · EIN 36-4291971 | Pension Consulting | $7,337 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $59,727 | $59,456+0.5% | $93,681-36.2% | $74,400-19.7% |
| Participation rate | 88.6% | 59.6%+28.9pp | 68.7%+19.8pp | 67.2%+21.4pp |
| Annual return | 11.63% | 82.00%-70.4pp | 133.47%-121.8pp | 1367.51%-1355.9pp |
| Employer contribution / active EE | $1,029 | $1,266-18.7% | $2,422-57.5% | $2,624-60.8% |
| Participant deferral / active EE | $5,543 | $3,052+81.6% | $4,415+25.5% | $4,348+27.5% |
| Admin fee / account holder | $130 | $3,026-95.7% | $8,290-98.4% | $1,944-93.3% |