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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,999 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,837 | $106,247-67.2% | $147,096-76.3% | $77,714-55.2% |
| Participation rate | 54.6% | 78.4%-23.7pp | 82.2%-27.5pp | 70.6%-15.9pp |
| Annual return | 15.01% | 56.87%-41.9pp | 419.75%-404.7pp | 31.26%-16.2pp |
| Employer contribution / active EE | $1,310 | $4,069-67.8% | $4,936-73.5% | $2,727-51.9% |
| Participant deferral / active EE | $3,087 | $7,996-61.4% | $8,071-61.8% | $4,649-33.6% |
| Admin fee / account holder | $164 | $338-51.6% | $13,005-98.7% | $433-62.2% |