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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 | $58,911+168.6% | $129,384+22.3% | $77,736+103.5% |
| Participation rate | 85.5% | 59.4%+26.1pp | 69.6%+15.8pp | 70.6%+14.9pp |
| Annual return | 15.13% | 24.75%-9.6pp | 9461.77%-9446.6pp | 31.26%-16.1pp |
| Employer contribution / active EE | $2,264 | $1,955+15.8% | $4,153-45.5% | $2,728-17.0% |
| Participant deferral / active EE | $9,252 | $3,220+187.4% | $4,166+122.1% | $4,651+99.0% |
| Admin fee / account holder | $66 | $592-88.8% | $7,686-99.1% | $433-84.8% |