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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $107,653 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 16 · EIN 36-4291971 | Consulting | $28,000 |
HOGANTAYLOR LLP3 years Filed as: HOGAN TAYLOR LLP Service code 99 · EIN 73-1413977 | Other Fees | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,768 | $65,118+5.6% | $76,768-10.4% | $55,725+23.4% |
| Participation rate | 97.4% | 79.6%+17.8pp | 77.0%+20.5pp | 70.9%+26.6pp |
| Annual return | -6.39% | -1.27%-5.1pp | 2.43%-8.8pp | 244.93%-251.3pp |
| Employer contribution / active EE | $4,802 | $1,941+147.4% | $2,485+93.2% | $2,078+131.1% |
| Participant deferral / active EE | $7,087 | $3,688+92.1% | $3,852+84.0% | $3,356+111.2% |
| Admin fee / account holder | $218 | $116+87.8% | $6,675-96.7% | $115+88.9% |