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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $71,465 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 26 · EIN 39-1203191 | Advisory (Participants) | $0 |
SVA CERTIFIED PUBLIC ACCOUNTANTS5+ years Service code 10 · EIN 36-4291971 | 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 | $86,379 | $89,652-3.7% | $141,197-38.8% | $65,186+32.5% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.5%+12.0pp | 70.2%+24.2pp |
| Annual return | 21.24% | 32.79%-11.6pp | 71.41%-50.2pp | 29.39%-8.1pp |
| Employer contribution / active EE | $4,523 | $3,065+47.6% | $4,736-4.5% | $2,177+107.8% |
| Participant deferral / active EE | $4,084 | $5,691-28.2% | $6,710-39.1% | $3,514+16.2% |
| Admin fee / account holder | $12 | $569-97.8% | $10,265-99.9% | $847-98.5% |