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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $11,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,531 | $81,276-80.9% | $155,574-90.0% | $80,925-80.8% |
| Participation rate | 79.7% | 66.2%+13.5pp | 78.2%+1.5pp | 67.7%+12.1pp |
| Annual return | 12.41% | 33.36%-20.9pp | 64.87%-52.5pp | 35.65%-23.2pp |
| Employer contribution / active EE | $5,738 | $3,103+84.9% | $4,676+22.7% | $2,756+108.2% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $138 | $7,993-98.3% | $15,914-99.1% | $6,940-98.0% |