Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 28 · EIN 36-4291971 | Investment Management | $32,500 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN, PC Service code 28 · EIN 43-1947695 | Investment Management | $13,114 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,633 |
TIAA1+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $218 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,394 | $37,117+151.6% | $147,618-36.7% | $55,191+69.2% |
| Participation rate | 98.2% | 63.6%+34.6pp | 84.6%+13.6pp | 69.2%+29.0pp |
| Annual return | 2.09% | 3.44%-1.4pp | 61.98%-59.9pp | 10.78%-8.7pp |
| Employer contribution / active EE | $2,873 | $1,620+77.3% | $5,565-48.4% | $1,899+51.3% |
| Participant deferral / active EE | $4,598 | $1,985+131.6% | $4,895-6.1% | $3,046+50.9% |
| Admin fee / account holder | $35 | $86-58.6% | $11,612-99.7% | $91-61.0% |