Filed June 9, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,895 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 2850 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Advisory (Plan) | $11,271 |
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 | $106,843 | $53,128+101.1% | $86,582+23.4% | $70,126+52.4% |
| Participation rate | 93.6% | 65.3%+28.3pp | 73.5%+20.1pp | 69.5%+24.1pp |
| Annual return | 18.20% | 27.66%-9.5pp | 965.08%-946.9pp | 73.15%-55.0pp |
| Employer contribution / active EE | $6,188 | $2,068+199.2% | $2,839+117.9% | $2,343+164.2% |
| Participant deferral / active EE | $7,999 | $2,695+196.8% | $3,609+121.7% | $3,332+140.1% |
| Admin fee / account holder | $217 | $3,584-93.9% | $4,904-95.6% | $4,645-95.3% |