Filed September 23, 2020
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $51,776 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 27 PO BOX 95148 · CHICAGO, IA 606945148 | Advisory (Plan) | $28,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 C/O GALLGHER RETIREMENT SERVICES · DOBBS FERRY, NY 10522 | Advisory (Plan) | $7,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,367 | $56,540-19.8% | $185,849-75.6% | $86,821-47.7% |
| Participation rate | 91.9% | 65.5%+26.4pp | 81.7%+10.2pp | 72.3%+19.6pp |
| Annual return | 14.32% | 118.20%-103.9pp | 122.10%-107.8pp | 97.94%-83.6pp |
| Employer contribution / active EE | $1,230 | $1,844-33.3% | $5,169-76.2% | $2,406-48.9% |
| Participant deferral / active EE | $3,935 | $2,555+54.0% | $5,569-29.3% | $4,132-4.8% |
| Admin fee / account holder | $78 | $150-48.0% | $16,244-99.5% | $170-54.1% |