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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $19,718 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 60694 | Advisory (Plan) | $18,468 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,600 | $79,089-37.3% | $100,392-50.6% | $74,459-33.4% |
| Participation rate | 83.8% | 79.4%+4.4pp | 81.5%+2.3pp | 67.2%+16.6pp |
| Annual return | 16.84% | 20.61%-3.8pp | 49.45%-32.6pp | 1369.70%-1352.9pp |
| Employer contribution / active EE | $2,665 | $3,015-11.6% | $3,941-32.4% | $2,626+1.5% |
| Participant deferral / active EE | $12,234 | $7,747+57.9% | $8,090+51.2% | $4,350+181.3% |
| Admin fee / account holder | $208 | $1,336-84.5% | $7,904-97.4% | $1,945-89.3% |