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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,722 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 26 · EIN 36-4291971 PO BOX 95148 · CHICAGO, IL 606945148 | Advisory (Participants) | $7,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,193 | $52,293-48.0% | $178,503-84.8% | $73,412-63.0% |
| Participation rate | 67.9% | 65.3%+2.6pp | 81.9%-14.0pp | 72.2%-4.2pp |
| Annual return | 16.28% | 34.75%-18.5pp | 151.12%-134.8pp | 59.30%-43.0pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,150 | $2,333+35.0% | $5,202-39.4% | $3,806-17.2% |
| Admin fee / account holder | $30 | $127-76.3% | $13,987-99.8% | $158-80.9% |