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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $54,756 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 28 · EIN 36-4291971 | Investment Management | $0 |
SVA CERTIFIED PUBLIC ACCOUNTANTS9+ years Service code 10 · EIN 39-1203191 | Accounting | $0 |
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 | $86,693 | $91,474-5.2% | $135,982-36.2% | $71,529+21.2% |
| Participation rate | 94.0% | 75.7%+18.3pp | 81.9%+12.1pp | 67.9%+26.1pp |
| Annual return | 15.73% | 29.89%-14.2pp | 68.32%-52.6pp | 28.97%-13.2pp |
| Employer contribution / active EE | $5,320 | $3,705+43.6% | $4,859+9.5% | $2,590+105.4% |
| Participant deferral / active EE | $4,257 | $7,095-40.0% | $7,760-45.1% | $4,291-0.8% |
| Admin fee / account holder | $6 | $1,267-99.5% | $10,767-99.9% | $1,588-99.6% |