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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $73,294 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 28 · EIN 36-4291971 | Investment Management | $0 |
Filed as: KESTRA Service code 28 · EIN 35-2552359 | Investment Management | $0 |
SVA CERTIFIED PUBLIC ACCOUNTANTS7+ years Service code 10 · EIN 39-1203191 | Accounting | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,084 | $104,497-5.2% | $159,487-37.9% | $79,389+24.8% |
| Participation rate | 96.4% | 76.6%+19.8pp | 82.8%+13.6pp | 70.7%+25.7pp |
| Annual return | 15.50% | 67.98%-52.5pp | 263.71%-248.2pp | 116.89%-101.4pp |
| Employer contribution / active EE | $4,325 | $3,418+26.6% | $4,831-10.5% | $2,428+78.2% |
| Participant deferral / active EE | $4,148 | $6,468-35.9% | $7,354-43.6% | $4,046+2.5% |
| Admin fee / account holder | $3 | $711-99.5% | $10,804-100.0% | $626-99.5% |