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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,143 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 26 · EIN 36-4291971 PO BOX 40948 · INDIANAPOLIS, IN 46240 | Advisory (Participants) | $12,439 |
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 | $30,209 | $62,928-52.0% | $172,753-82.5% | $67,582-55.3% |
| Participation rate | 76.3% | 64.5%+11.8pp | 82.6%-6.4pp | 71.3%+5.0pp |
| Annual return | 17.55% | 30.36%-12.8pp | 803.00%-785.4pp | 378.57%-361.0pp |
| Employer contribution / active EE | $1,974 | $1,636+20.6% | $5,144-61.6% | $2,148-8.1% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $42 | $167-74.5% | $13,956-99.7% | $142-70.2% |