Filed December 30, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGER BENEFIT SERVICES, INC. Service code 51 · EIN 36-4291971 | Investment Mgmt Fees | $75,129 |
TIAA8 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 49 · EIN 13-1624203 | Other Services | $47,917 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,539 | $93,351+55.9% | $62,929+131.3% | $79,634+82.8% |
| Participation rate | 94.7% | 74.6%+20.0pp | 73.1%+21.6pp | 62.5%+32.2pp |
| Annual return | 15.10% | 14.37%+0.7pp | 1063.93%-1048.8pp | 36.46%-21.4pp |
| Employer contribution / active EE | $2,534 | $3,135-19.2% | $2,505+1.2% | $2,529+0.2% |
| Participant deferral / active EE | $3,286 | $3,921-16.2% | $3,888-15.5% | $3,835-14.3% |
| Admin fee / account holder | $125 | $229-45.6% | $5,065-97.5% | $1,002-87.6% |