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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORY LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $5,520 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,881 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,281 | $106,864-56.7% | $147,318-68.6% | $82,637-44.0% |
| Participation rate | 97.9% | 75.5%+22.4pp | 82.1%+15.8pp | 68.1%+29.8pp |
| Annual return | 26.50% | 27.49%-1.0pp | 70.43%-43.9pp | 53.51%-27.0pp |
| Employer contribution / active EE | $5,236 | $3,417+53.3% | $4,593+14.0% | $2,552+105.2% |
| Participant deferral / active EE | $9,402 | $6,496+44.7% | $7,906+18.9% | $4,126+127.9% |
| Admin fee / account holder | $72 | $8,415-99.1% | $13,708-99.5% | $7,339-99.0% |