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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $5,392 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,560 |
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 | $77,502 | $80,992-4.3% | $96,534-19.7% | $75,173+3.1% |
| Participation rate | 97.8% | 71.8%+26.0pp | 76.0%+21.8pp | 67.2%+30.6pp |
| Annual return | 20.66% | 27.05%-6.4pp | 25.88%-5.2pp | 160.72%-140.1pp |
| Employer contribution / active EE | $2,099 | $2,283-8.1% | $2,965-29.2% | $2,671-21.4% |
| Participant deferral / active EE | $7,858 | $3,929+100.0% | $4,851+62.0% | $4,126+90.4% |
| Admin fee / account holder | $107 | $6,717-98.4% | $8,253-98.7% | $5,651-98.1% |