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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $48,332 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 16 · EIN 36-4291971 | Consulting | $17,278 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,200 | $185,342-42.2% | $111,308-3.7% | $86,821+23.5% |
| Participation rate | 95.5% | 81.0%+14.5pp | 77.3%+18.2pp | 72.3%+23.2pp |
| Annual return | 113.47% | 500.80%-387.3pp | 54.67%+58.8pp | 97.94%+15.5pp |
| Employer contribution / active EE | $798 | $2,246-64.5% | $2,732-70.8% | $2,406-66.8% |
| Participant deferral / active EE | $4,255 | $4,458-4.6% | $4,487-5.2% | $4,132+3.0% |
| Admin fee / account holder | $130 | $255-49.2% | $7,965-98.4% | $170-23.5% |