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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 28 · EIN 36-4291971 | Investment Management | $24,593 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $675 |
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 | $93,405 | $67,166+39.1% | $57,356+62.9% | $55,191+69.2% |
| Participation rate | 95.9% | 77.7%+18.2pp | 75.1%+20.8pp | 69.2%+26.7pp |
| Annual return | 2.19% | 4.22%-2.0pp | 24.41%-22.2pp | 10.78%-8.6pp |
| Employer contribution / active EE | $4,551 | $2,812+61.8% | $2,689+69.3% | $1,899+139.7% |
| Participant deferral / active EE | $6,062 | $2,835+113.8% | $3,162+91.7% | $3,046+99.0% |
| Admin fee / account holder | $4 | $44-91.6% | $3,357-99.9% | $91-96.0% |