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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $67,042 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 28 · EIN 36-4291971 | Investment Management | $25,000 |
SVA CERTIFIED PUBLIC ACCOUNTANTS10+ years Service code 10 · EIN 39-1203191 | Accounting | $11,700 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,995 | $101,499-8.4% | $147,005-36.7% | $74,546+24.7% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.8pp |
| Annual return | 11.69% | 8732.34%-8720.7pp | 418.76%-407.1pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $5,752 | $3,811+50.9% | $4,934+16.6% | $2,624+119.2% |
| Participant deferral / active EE | $4,457 | $7,304-39.0% | $8,070-44.8% | $4,347+2.5% |
| Admin fee / account holder | $6 | $1,748-99.7% | $13,006-100.0% | $1,944-99.7% |