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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,465 |
Filed as: ARTHUR J GALLAGHER & CO Service code 27 · EIN 36-4291971 | Advisory (Plan) | $21,000 |
Filed as: ARTHUR J. GALLAGHER & CO Service code 16 · EIN 36-4291971 | Consulting | $14,000 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 47-1566880 | Advisory (Plan) | $5,250 |
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 | $73,438 | $73,4040% | $87,104-15.7% | $67,579+8.7% |
| Participation rate | 99.4% | 80.9%+18.5pp | 76.9%+22.5pp | 71.3%+28.1pp |
| Annual return | 24.58% | 48.29%-23.7pp | 28.19%-3.6pp | 378.56%-354.0pp |
| Employer contribution / active EE | $5,771 | $2,014+186.6% | $2,521+128.9% | $2,148+168.7% |
| Participant deferral / active EE | $7,197 | $3,913+83.9% | $4,048+77.8% | $3,539+103.3% |
| Admin fee / account holder | $126 | $142-10.8% | $7,491-98.3% | $142-11.2% |