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 | $91,695+42.4% | $67,575+93.2% | $77,736+67.9% |
| Participation rate | 97.7% | 76.0%+21.7pp | 72.9%+24.8pp | 70.6%+27.1pp |
| Annual return | 13.52% | 14.88%-1.4pp | 3528.98%-3515.5pp | 31.26%-17.7pp |
| Employer contribution / active EE | $4,129 | $3,189+29.5% | $2,736+51.0% | $2,728+51.4% |
| Participant deferral / active EE | $4,919 | $3,912+25.7% | $4,003+22.9% | $4,651+5.8% |
| Admin fee / account holder | $73 | $245-70.2% | $3,993-98.2% | $433-83.2% |