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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $23,696 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $14,188 |
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 | $22,225 | $61,356-63.8% | $149,696-85.2% | $71,511-68.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 18.06% | 35.86%-17.8pp | 134.46%-116.4pp | 28.86%-10.8pp |
| Employer contribution / active EE | $3,353 | $2,382+40.8% | $4,821-30.5% | $2,589+29.5% |
| Participant deferral / active EE | $2,250 | $2,920-22.9% | $5,682-60.4% | $4,291-47.6% |
| Admin fee / account holder | $178 | $1,263-85.9% | $13,212-98.7% | $1,588-88.8% |