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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $17,175 |
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02814 | Other Services | $3,543 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,849 | $102,385-29.8% | $147,080-51.1% | $80,935-11.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.31% | 135.09%-121.8pp | 420.17%-406.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $2,462 | $3,717-33.8% | $4,933-50.1% | $2,757-10.7% |
| Participant deferral / active EE | $6,002 | $6,651-9.8% | $8,066-25.6% | $4,299+39.6% |
| Admin fee / account holder | $19 | $7,951-99.8% | $12,989-99.9% | $6,924-99.7% |