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 | $86,795+67.7% | $67,681+115.0% | $64,728+124.8% |
| Participation rate | 94.7% | 71.7%+23.0pp | 73.7%+20.9pp | 57.9%+36.8pp |
| Annual return | 15.10% | 12.58%+2.5pp | 590.58%-575.5pp | 49.38%-34.3pp |
| Employer contribution / active EE | $2,534 | $2,837-10.7% | $2,678-5.4% | $2,243+13.0% |
| Participant deferral / active EE | $3,286 | $3,430-4.2% | $3,976-17.3% | $2,729+20.4% |
| Admin fee / account holder | $125 | $238-47.7% | $6,100-98.0% | $1,145-89.1% |