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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 | $86,050-78.4% | $189,758-90.2% | $94,015-80.3% |
| Participation rate | 92.5% | 68.9%+23.6pp | 79.8%+12.7pp | 70.8%+21.7pp |
| Annual return | 9.83% | 17.77%-7.9pp | 52.62%-42.8pp | 17.84%-8.0pp |
| Employer contribution / active EE | $1,532 | $2,819-45.7% | $4,767-67.9% | $2,790-45.1% |
| Participant deferral / active EE | $456 | $3,349-86.4% | $5,856-92.2% | $4,249-89.3% |
| Admin fee / account holder | $125 | $6,627-98.1% | $20,388-99.4% | $8,951-98.6% |