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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Contract Administrator | $64,324 |
Filed as: ARTHUR J. GALLAGHER & CO. Service code 22 · EIN 36-2481781 | Insurance Broker | $5,872 |
Service code 50 18700 W BLUEMOUND RD · BROOKFIELD, WI 53045 | Direct Payment | $5,125 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,803 | $57,921-1.9% | $84,753-33.0% | $57,658-1.5% |
| Participation rate | 96.6% | 72.9%+23.7pp | 76.6%+20.0pp | 70.2%+26.4pp |
| Annual return | -2.77% | 10.24%-13.0pp | 22.78%-25.5pp | 5.13%-7.9pp |
| Employer contribution / active EE | $3,094 | $2,598+19.1% | $3,574-13.4% | $1,974+56.8% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $212 | $130+63.4% | $5,333-96.0% | $95+124.2% |