Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARTHUR J GALLAGHER Service code 27 · EIN 36-2151613 | Advisory (Plan) | $10,344 |
Service code 37 · EIN 04-2647786 | Loan Processing | $400 |
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 | $25,796 | $41,854-38.4% | $73,835-65.1% | $52,331-50.7% |
| Participation rate | 90.9% | 66.2%+24.7pp | 73.4%+17.5pp | 68.1%+22.8pp |
| Annual return | 2.24% | 2.11%+0.1pp | 2268.13%-2265.9pp | 4.54%-2.3pp |
| Employer contribution / active EE | $1,570 | $1,920-18.2% | $2,788-43.7% | $1,882-16.6% |
| Participant deferral / active EE | $6,476 | $2,498+159.3% | $3,583+80.8% | $3,022+114.3% |
| Admin fee / account holder | $84 | $493-83.0% | $4,880-98.3% | $592-85.8% |