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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $52,788 |
Filed as: GALLAGHER BENEFIT SVCS INC Service code 16 · EIN 36-4291971 | Consulting | $12,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,674 | $47,180+7.4% | $149,723-66.2% | $74,473-32.0% |
| Participation rate | 41.6% | 63.4%-21.8pp | 78.8%-37.2pp | 70.7%-29.2pp |
| Annual return | 16.79% | 22.75%-6.0pp | 134.50%-117.7pp | 34.36%-17.6pp |
| Employer contribution / active EE | $422 | $1,907-77.9% | $4,821-91.2% | $2,638-84.0% |
| Participant deferral / active EE | $1,997 | $2,730-26.9% | $5,682-64.9% | $4,530-55.9% |
| Admin fee / account holder | $2 | $343-99.5% | $13,215-100.0% | $347-99.5% |