Filed November 17, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY SERVICES LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $43,000 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,332 |
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 | $130,535 | $91,621+42.5% | $67,511+93.4% | $77,671+68.1% |
| Participation rate | 97.7% | 76.0%+21.7pp | 72.9%+24.8pp | 70.6%+27.1pp |
| Annual return | 13.52% | 14.87%-1.4pp | 3517.41%-3503.9pp | 31.21%-17.7pp |
| Employer contribution / active EE | $4,129 | $3,184+29.7% | $2,733+51.1% | $2,726+51.5% |
| Participant deferral / active EE | $4,919 | $3,906+25.9% | $4,000+23.0% | $4,648+5.8% |
| Admin fee / account holder | $73 | $176-58.6% | $3,999-98.2% | $430-83.0% |