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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,758 |
Filed as: GALLAGHER BENEFIT SVCS INC Service code 26 · EIN 36-4291971 | Advisory (Participants) | $9,361 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,561 | $76,407-75.7% | $150,298-87.7% | $82,448-77.5% |
| Participation rate | 92.5% | 66.4%+26.1pp | 77.8%+14.7pp | 68.1%+24.4pp |
| Annual return | 9.83% | 39.99%-30.2pp | 62.79%-53.0pp | 41.64%-31.8pp |
| Employer contribution / active EE | $1,532 | $2,614-41.4% | $4,154-63.1% | $2,551-40.0% |
| Participant deferral / active EE | $456 | $3,214-85.8% | $5,453-91.6% | $4,139-89.0% |
| Admin fee / account holder | $125 | $6,352-98.0% | $14,116-99.1% | $7,234-98.3% |