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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,372 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 26 · EIN 36-4291971 PO BOX 95148 · CHICAGO, IL 606945148 | Advisory (Participants) | $7,809 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,001 | $56,540-45.2% | $185,849-83.3% | $86,821-64.3% |
| Participation rate | 71.7% | 65.5%+6.2pp | 81.7%-10.0pp | 72.3%-0.5pp |
| Annual return | 13.33% | 118.20%-104.9pp | 122.10%-108.8pp | 97.94%-84.6pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $3,332 | $2,555+30.4% | $5,569-40.2% | $4,132-19.4% |
| Admin fee / account holder | $31 | $150-79.6% | $16,244-99.8% | $170-82.0% |