Filed December 30, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 49 · EIN 36-4291971 2850 GOLD RD · ROLLING MEADOWS, IL 600084050 | Other Services | $31,819 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 49 · EIN 35-2552359 2 WESTCHESTER PARK DR · WHITE PLAINS, NY 106043432 | Other Services | $7,955 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,671 | $74,552+41.7% | $63,018+67.7% | $69,631+51.8% |
| Participation rate | 93.9% | 78.3%+15.7pp | 74.8%+19.1pp | 70.7%+23.2pp |
| Annual return | 15.68% | 15.77%-0.1pp | 87.62%-71.9pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $5,086 | $2,929+73.6% | $2,761+84.2% | $2,032+150.3% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,330-100.0% | $3,224-100.0% |
| Admin fee / account holder | $55 | $59-6.6% | $3,601-98.5% | $110-49.8% |