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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 28 · EIN 36-4291971 | Investment Management | $17,371 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $469 |
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 | $97,553 | $68,408+42.6% | $57,196+70.6% | $57,658+69.2% |
| Participation rate | 93.9% | 79.1%+14.7pp | 75.3%+18.5pp | 70.2%+23.6pp |
| Annual return | 7.38% | 8.51%-1.1pp | 14.59%-7.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $4,414 | $2,869+53.9% | $2,683+64.5% | $1,974+123.7% |
| Participant deferral / active EE | $5,636 | $2,903+94.1% | $3,096+82.0% | $3,061+84.1% |
| Admin fee / account holder | $23 | $70-67.3% | $3,141-99.3% | $95-75.9% |