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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $21,793 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 · EIN 36-4291971 | Consulting | $8,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,946 | $91,439-49.8% | $135,974-66.2% | $71,511-35.8% |
| Participation rate | 54.8% | 75.7%-20.8pp | 81.9%-27.1pp | 67.9%-13.1pp |
| Annual return | 18.58% | 29.90%-11.3pp | 68.30%-49.7pp | 28.86%-10.3pp |
| Employer contribution / active EE | $1,259 | $3,705-66.0% | $4,859-74.1% | $2,589-51.4% |
| Participant deferral / active EE | $4,321 | $7,093-39.1% | $7,760-44.3% | $4,291+0.7% |
| Admin fee / account holder | $193 | $1,267-84.7% | $10,767-98.2% | $1,588-87.8% |