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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping fees... | $82,004 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 16 · EIN 36-4291971 | Consulting | $35,000 |
Filed as: METLIFE INSURANCE COMPANY Service code 15 11225 NORTH COMMUNITY · CHARLOTTE, NC 28277 | Recordkeeping | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant 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 | $82,120 | $50,169+63.7% | $149,740-45.2% | $80,187+2.4% |
| Participation rate | 70.1% | 64.3%+5.8pp | 78.8%-8.7pp | 72.9%-2.9pp |
| Annual return | 15.83% | 29.82%-14.0pp | 134.51%-118.7pp | 40.40%-24.6pp |
| Employer contribution / active EE | $35 | $1,869-98.1% | $4,821-99.3% | $2,980-98.8% |
| Participant deferral / active EE | $4,623 | $3,194+44.7% | $5,683-18.7% | $5,016-7.8% |
| Admin fee / account holder | $53 | $153-65.1% | $13,222-99.6% | $145-63.2% |