Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,785 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 26 · EIN 36-4291971 PO BOX 95148 · CHICAGO, IL 606945148 | Advisory (Participants) | $11,038 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,862 | $56,540-34.8% | $185,851-80.2% | $86,821-57.5% |
| Participation rate | 76.2% | 65.5%+10.7pp | 81.7%-5.5pp | 72.3%+3.9pp |
| Annual return | 10.81% | 118.20%-107.4pp | 122.11%-111.3pp | 97.94%-87.1pp |
| Employer contribution / active EE | $2,194 | $1,844+19.0% | $5,168-57.5% | $2,406-8.8% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $38 | $150-74.4% | $16,245-99.8% | $170-77.4% |