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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 16 · EIN 36-4291971 | Consulting | $35,444 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $9,719 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,983 | $58,312+35.4% | $86,656-8.9% | $71,529+10.4% |
| Participation rate | 99.3% | 65.0%+34.3pp | 71.7%+27.6pp | 67.9%+31.4pp |
| Annual return | 14.94% | 24.08%-9.1pp | 593.09%-578.2pp | 28.97%-14.0pp |
| Employer contribution / active EE | $6,444 | $2,576+150.1% | $3,025+113.0% | $2,590+148.8% |
| Participant deferral / active EE | $5,276 | $3,439+53.4% | $4,439+18.8% | $4,291+22.9% |
| Admin fee / account holder | $178 | $1,057-83.2% | $5,619-96.8% | $1,588-88.8% |