Filed September 13, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFITS SERVICES, INC. Service code 16 · EIN 36-0429197 | Consulting | $46,875 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,799 |
FID INV INST OPS CO6+ years Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO6+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$48,825 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,920 | $94,836+135.1% | $75,728+194.4% | $86,828+156.7% |
| Participation rate | 98.2% | 79.1%+19.0pp | 74.8%+23.3pp | 72.3%+25.9pp |
| Annual return | 25.35% | 16.90%+8.4pp | 104.66%-79.3pp | 97.95%-72.6pp |
| Employer contribution / active EE | $6,533 | $2,908+124.7% | $2,743+138.1% | $2,406+171.5% |
| Participant deferral / active EE | $6,840 | $3,632+88.3% | $3,820+79.0% | $4,132+65.5% |
| Admin fee / account holder | $22 | $108-80.0% | $3,620-99.4% | $170-87.2% |