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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 28 · EIN 36-4291971 | Investment Management | $20,000 |
Filed as: CBIZ TOFIAS Service code 10 · EIN 43-1947695 | Accounting | $10,030 |
WITHUMSMITH+BROWN, PC1 year Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 28 · EIN 04-3422478 | Investment Management | $9,302 |
Service code 50 · EIN 04-2647786 | Direct Payment | $4,417 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $415 |
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 | $101,164 | $36,916+174.0% | $156,551-35.4% | $57,658+75.5% |
| Participation rate | 97.6% | 63.4%+34.2pp | 84.0%+13.6pp | 70.2%+27.4pp |
| Annual return | 7.03% | 12.38%-5.4pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $2,806 | $1,571+78.7% | $5,501-49.0% | $1,974+42.2% |
| Participant deferral / active EE | $5,011 | $1,926+160.2% | $4,871+2.9% | $3,061+63.7% |
| Admin fee / account holder | $32 | $82-61.2% | $13,028-99.8% | $95-66.1% |