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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,557 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 26 · EIN 36-4291971 PO BOX 40948 · INDIANAPOLIS, IN 46240 | Advisory (Participants) | $7,561 |
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 | $20,844 | $62,928-66.9% | $172,753-87.9% | $67,582-69.2% |
| Participation rate | 71.2% | 64.5%+6.7pp | 82.6%-11.5pp | 71.3%-0.1pp |
| Annual return | 20.69% | 30.36%-9.7pp | 803.00%-782.3pp | 378.57%-357.9pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,778 | $2,145+29.5% | $5,198-46.5% | $3,539-21.5% |
| Admin fee / account holder | $28 | $167-83.1% | $13,956-99.8% | $142-80.2% |