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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,450 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $18,135 |
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 | $27,557 | $55,470-50.3% | $155,556-82.3% | $74,478-63.0% |
| Participation rate | 98.7% | 61.9%+36.8pp | 78.2%+20.4pp | 67.2%+31.4pp |
| Annual return | 12.35% | 269.80%-257.5pp | 64.84%-52.5pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $3,696 | $2,267+63.0% | $4,675-21.0% | $2,626+40.7% |
| Participant deferral / active EE | $2,504 | $2,838-11.8% | $5,631-55.5% | $4,350-42.4% |
| Admin fee / account holder | $220 | $1,744-87.4% | $15,885-98.6% | $1,946-88.7% |