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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 60694 | Advisory (Plan) | $24,032 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $19,377 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $104,497 | $55,446+88.5% | $155,574-32.8% | $74,429+40.4% |
| Participation rate | 66.3% | 61.9%+4.4pp | 78.2%-11.9pp | 67.2%-0.9pp |
| Annual return | 13.26% | 269.20%-255.9pp | 64.87%-51.6pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $5,505 | $2,266+142.9% | $4,676+17.7% | $2,625+109.7% |
| Participant deferral / active EE | $3,673 | $2,836+29.5% | $5,629-34.8% | $4,348-15.5% |
| Admin fee / account holder | $329 | $1,743-81.1% | $15,914-97.9% | $1,944-83.1% |