Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $55,446-50.3% | $155,574-82.3% | $74,429-63.0% |
| Participation rate | 98.7% | 61.9%+36.8pp | 78.2%+20.5pp | 67.2%+31.5pp |
| Annual return | 12.35% | 269.20%-256.9pp | 64.87%-52.5pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $3,696 | $2,266+63.1% | $4,676-21.0% | $2,625+40.8% |
| Participant deferral / active EE | $2,504 | $2,836-11.7% | $5,629-55.5% | $4,348-42.4% |
| Admin fee / account holder | $220 | $1,743-87.4% | $15,914-98.6% | $1,944-88.7% |