Filed November 6, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARTHUR J GALLAGHER AND CO Service code 27 · EIN 36-4291971 | Advisory (Plan) | $28,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,505 |
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 | $121,120 | $41,854+189.4% | $73,836+64.0% | $52,331+131.5% |
| Participation rate | 91.2% | 66.2%+25.0pp | 73.4%+17.8pp | 68.1%+23.1pp |
| Annual return | -0.01% | 2.11%-2.1pp | 2268.06%-2268.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $10,487 | $1,920+446.1% | $2,787+276.2% | $1,882+457.3% |
| Participant deferral / active EE | $7,998 | $2,498+220.2% | $3,583+123.2% | $3,022+164.7% |
| Admin fee / account holder | $223 | $493-54.8% | $4,882-95.4% | $592-62.4% |