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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,559 |
SHANNON & ASSOCIATES, LLP4 years Service code 10 · EIN 91-1125800 | Accounting | $16,036 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $12,369 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,921 | $63,904-17.2% | $89,340-40.8% | $67,986-22.2% |
| Participation rate | 53.1% | 54.3%-1.2pp | 69.6%-16.4pp | 57.2%-4.1pp |
| Annual return | 11.38% | 18.09%-6.7pp | 20.57%-9.2pp | 31.67%-20.3pp |
| Employer contribution / active EE | $1,208 | $1,627-25.8% | $2,231-45.9% | $2,019-40.2% |
| Participant deferral / active EE | $2,185 | $2,691-18.8% | $3,823-42.9% | $3,358-34.9% |
| Admin fee / account holder | $407 | $3,315-87.7% | $6,704-93.9% | $3,203-87.3% |