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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,717 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 26 · EIN 36-4291971 PO BOX 95148 · CHICAGO, IL 606945148 | Advisory (Participants) | $12,135 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,156 | $52,293-28.9% | $178,503-79.2% | $73,412-49.4% |
| Participation rate | 74.4% | 65.3%+9.1pp | 81.9%-7.5pp | 72.2%+2.3pp |
| Annual return | 13.85% | 34.75%-20.9pp | 151.12%-137.3pp | 59.30%-45.4pp |
| Employer contribution / active EE | $2,165 | $1,736+24.7% | $5,011-56.8% | $2,234-3.1% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $43 | $127-66.0% | $13,987-99.7% | $158-72.6% |