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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 28 · EIN 36-4291971 | Investment Management | $9,000 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,250 |
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 | $89,191 | $70,083+27.3% | $59,899+48.9% | $55,725+60.1% |
| Participation rate | 93.3% | 78.4%+14.9pp | 74.7%+18.6pp | 70.9%+22.4pp |
| Annual return | -4.17% | 3.13%-7.3pp | 3.46%-7.6pp | 244.93%-249.1pp |
| Employer contribution / active EE | $4,283 | $2,878+48.8% | $2,723+57.3% | $2,078+106.1% |
| Participant deferral / active EE | $5,391 | $3,079+75.1% | $3,402+58.5% | $3,356+60.7% |
| Admin fee / account holder | $11 | $70-84.0% | $3,592-99.7% | $115-90.2% |