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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARTHUR J. GALLAGHER & CO. Service code 27 2850 GOLF RD · ROLLING MEADOWS, IL 60008 | Advisory (Plan) | $24,608 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,228 | $58,778+169.2% | $129,295+22.4% | $77,671+103.7% |
| Participation rate | 85.5% | 59.2%+26.2pp | 69.6%+15.8pp | 70.6%+14.9pp |
| Annual return | 15.13% | 24.73%-9.6pp | 9429.28%-9414.2pp | 31.21%-16.1pp |
| Employer contribution / active EE | $2,264 | $1,952+16.0% | $4,157-45.5% | $2,726-17.0% |
| Participant deferral / active EE | $9,252 | $3,212+188.0% | $4,169+121.9% | $4,648+99.1% |
| Admin fee / account holder | $66 | $589-88.8% | $7,665-99.1% | $430-84.7% |