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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $84,373 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 22 · EIN 36-4291971 | Insurance Broker | $12,621 |
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $9,250 |
Filed as: KESTRA FINANCIAL Service code 22 1250 CAPITAL OF TEXAS HWY · AUSTIN, TX 78746 | Insurance Broker | $0 |
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 | $47,931 | $68,408-29.9% | $57,196-16.2% | $57,658-16.9% |
| Participation rate | 93.5% | 79.1%+14.4pp | 75.3%+18.2pp | 70.2%+23.3pp |
| Annual return | 11.98% | 8.51%+3.5pp | 14.59%-2.6pp | 5.13%+6.8pp |
| Employer contribution / active EE | $3,169 | $2,869+10.4% | $2,683+18.1% | $1,974+60.5% |
| Participant deferral / active EE | $6,833 | $2,903+135.4% | $3,096+120.7% | $3,061+123.3% |
| Admin fee / account holder | $151 | $70+117.4% | $3,141-95.2% | $95+60.2% |