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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $64,431 |
Filed as: GALLACHER BENEFIT SERVICES Service code 26 TWO PIERCE PLACE · ITASCA, IL 60143 | Advisory (Participants) | $0 |
Filed as: KESTRA ADVISORY SVCS LLC Service code 26 2 WESCHESTER PARK DR STE 300 · WHITEP LANIS, NY 10604 | Advisory (Participants) | $0 |
SVA CERTIFIED PUBLIC ACCOUNTANTS3+ years Service code 10 1221 JOHN Q HAMMONS DRIVE · MADISON, WI 53717 | Accounting | $0 |
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 | $84,903 | $80,753+5.1% | $136,298-37.7% | $62,293+36.3% |
| Participation rate | 84.6% | 73.5%+11.0pp | 81.9%+2.6pp | 69.5%+15.0pp |
| Annual return | 16.74% | 35.83%-19.1pp | 5156.27%-5139.5pp | 28.90%-12.2pp |
| Employer contribution / active EE | $2,912 | $2,884+1.0% | $4,696-38.0% | $2,042+42.6% |
| Participant deferral / active EE | $3,382 | $5,164-34.5% | $6,247-45.9% | $3,169+6.7% |
| Admin fee / account holder | $34 | $525-93.5% | $9,244-99.6% | $479-92.9% |