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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $92,151 |
Filed as: ARTHUR J. GALLAGHER & CO Service code 16 · EIN 36-4291971 | Consulting | $21,000 |
HOGANTAYLOR LLP5 years Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $12,900 |
Filed as: ARTHUR J GALLAGHER & CO Service code 27 · EIN 36-4291971 | Advisory (Plan) | $7,000 |
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 | $87,163 | $79,519+9.6% | $95,960-9.2% | $73,412+18.7% |
| Participation rate | 99.5% | 81.2%+18.4pp | 77.1%+22.4pp | 72.2%+27.4pp |
| Annual return | 16.75% | 19.20%-2.4pp | 91.63%-74.9pp | 59.30%-42.5pp |
| Employer contribution / active EE | $5,658 | $2,048+176.3% | $2,541+122.6% | $2,234+153.3% |
| Participant deferral / active EE | $8,071 | $4,138+95.0% | $4,167+93.7% | $3,806+112.1% |
| Admin fee / account holder | $156 | $184-15.3% | $6,797-97.7% | $158-1.1% |