Filed November 17, 2023 (most recent of 2 filings on file)
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| 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 | $91,680+42.4% | $67,524+93.3% | $77,692+68.0% |
| Participation rate | 97.7% | 76.0%+21.7pp | 72.9%+24.8pp | 70.6%+27.1pp |
| Annual return | 13.52% | 14.87%-1.4pp | 3519.41%-3505.9pp | 31.25%-17.7pp |
| Employer contribution / active EE | $4,129 | $3,186+29.6% | $2,734+51.0% | $2,726+51.5% |
| Participant deferral / active EE | $4,919 | $3,909+25.8% | $4,001+22.9% | $4,648+5.8% |
| Admin fee / account holder | $73 | $176-58.6% | $4,001-98.2% | $431-83.0% |