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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $58,545 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 28 · EIN 36-4291971 | Investment Management | $0 |
SVA CERTIFIED PUBLIC ACCOUNTANTS8+ years Service code 10 · EIN 39-1203191 | Accounting | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,883 | $84,499-12.6% | $125,391-41.1% | $66,949+10.4% |
| Participation rate | 96.0% | 76.4%+19.6pp | 82.4%+13.6pp | 69.8%+26.2pp |
| Annual return | -15.89% | -8.49%-7.4pp | 572.41%-588.3pp | 1.57%-17.5pp |
| Employer contribution / active EE | $4,812 | $3,554+35.4% | $4,816-0.1% | $2,545+89.0% |
| Participant deferral / active EE | $4,275 | $6,785-37.0% | $7,448-42.6% | $4,239+0.8% |
| Admin fee / account holder | $4 | $685-99.4% | $10,009-100.0% | $594-99.3% |