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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,663 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,809 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $6,898 |
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 | $99,374 | $89,123+11.5% | $102,460-3.0% | $77,762+27.8% |
| Participation rate | 60.7% | 80.9%-20.2pp | 76.5%-15.8pp | 70.6%-9.9pp |
| Annual return | 11.92% | 25.05%-13.1pp | 29.47%-17.5pp | 31.27%-19.3pp |
| Employer contribution / active EE | $1,213 | $2,700-55.1% | $3,025-59.9% | $2,728-55.5% |
| Participant deferral / active EE | $4,044 | $5,148-21.4% | $5,056-20.0% | $4,651-13.0% |
| Admin fee / account holder | $238 | $236+0.9% | $9,460-97.5% | $433-45.0% |