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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $34,570 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $28,448 |
JONES & ROTH, PC1 year Filed as: JONES & ROTH Service code 10 · EIN 93-0819646 | Accounting | $7,500 |
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 | $34,414 | $59,456-42.1% | $93,669-63.3% | $74,429-53.8% |
| Participation rate | 95.9% | 59.6%+36.2pp | 68.7%+27.1pp | 67.2%+28.6pp |
| Annual return | 11.39% | 82.00%-70.6pp | 133.59%-122.2pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $769 | $1,266-39.2% | $2,424-68.3% | $2,625-70.7% |
| Participant deferral / active EE | $2,942 | $3,052-3.6% | $4,416-33.4% | $4,348-32.3% |
| Admin fee / account holder | $273 | $3,026-91.0% | $8,291-96.7% | $1,944-85.9% |