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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,914 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,869 | $90,064-10.2% | $100,415-19.5% | $77,762+4.0% |
| Participation rate | 68.4% | 81.3%-12.9pp | 81.5%-13.2pp | 70.6%-2.2pp |
| Annual return | 18.63% | 20.61%-2.0pp | 49.47%-30.8pp | 31.27%-12.6pp |
| Employer contribution / active EE | $4,173 | $3,043+37.1% | $3,943+5.8% | $2,728+52.9% |
| Participant deferral / active EE | $9,039 | $8,282+9.1% | $8,091+11.7% | $4,651+94.4% |
| Admin fee / account holder | $131 | $172-23.9% | $7,906-98.3% | $433-69.8% |