Filed November 6, 2024 (most recent of 2 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $17,772 |
Filed as: ARTHUR J GALLAGHER AND CO Service code 27 · EIN 36-4291971 | Advisory (Plan) | $16,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 1250 CAPITAL OF TEXAS HIGHWAY SOUTH · AUSTIN, TX 78746 | Advisory (Plan) | $16,000 |
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 | $125,754 | $43,423+189.6% | $78,676+59.8% | $55,167+127.9% |
| Participation rate | 91.1% | 68.0%+23.1pp | 73.6%+17.5pp | 69.0%+22.1pp |
| Annual return | 8.39% | 11.53%-3.1pp | 62.19%-53.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $12,846 | $1,997+543.4% | $2,850+350.7% | $1,963+554.6% |
| Participant deferral / active EE | $8,637 | $2,509+244.3% | $3,517+145.6% | $3,054+182.8% |
| Admin fee / account holder | $240 | $416-42.4% | $4,510-94.7% | $504-52.4% |