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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $69,471 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 28 · EIN 36-4291971 | Investment Management | $18,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,944 | $84,948+21.2% | $70,494+46.0% | $73,412+40.2% |
| Participation rate | 90.4% | 79.9%+10.4pp | 75.1%+15.3pp | 72.2%+18.2pp |
| Annual return | 12.26% | 13.39%-1.1pp | 109.16%-96.9pp | 59.30%-47.0pp |
| Employer contribution / active EE | $2,893 | $2,834+2.1% | $2,738+5.7% | $2,234+29.5% |
| Participant deferral / active EE | $4,882 | $3,387+44.1% | $3,711+31.6% | $3,806+28.3% |
| Admin fee / account holder | $85 | $98-13.4% | $3,848-97.8% | $158-46.2% |