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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $77,894 |
Filed as: ARTHUR J GALLAGHER & CO Service code 16 · EIN 36-4291971 | Consulting | $27,232 |
HOGANTAYLOR LLP1 year Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $11,000 |
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 | $61,765 | $63,905-3.3% | $74,184-16.7% | $57,658+7.1% |
| Participation rate | 97.2% | 79.8%+17.5pp | 76.6%+20.6pp | 70.2%+27.0pp |
| Annual return | 11.18% | 60.60%-49.4pp | 17.74%-6.6pp | 5.13%+6.1pp |
| Employer contribution / active EE | $4,619 | $1,840+151.0% | $2,370+94.9% | $1,974+134.0% |
| Participant deferral / active EE | $7,314 | $3,448+112.1% | $3,550+106.1% | $3,061+139.0% |
| Admin fee / account holder | $183 | $91+101.2% | $5,586-96.7% | $95+93.9% |