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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARTHUR J. GALLAGHER & CO Service code 16 · EIN 36-4291971 | Consulting | $56,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,215 |
HOGANTAYLOR LLP8 years Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $11,400 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,010 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,138 | $99,168+16.1% | $96,576+19.2% | $74,440+54.7% |
| Participation rate | 99.4% | 80.7%+18.8pp | 76.0%+23.5pp | 70.7%+28.7pp |
| Annual return | 19.05% | 22.40%-3.4pp | 25.87%-6.8pp | 34.37%-15.3pp |
| Employer contribution / active EE | $6,191 | $2,570+140.9% | $2,965+108.8% | $2,638+134.7% |
| Participant deferral / active EE | $9,565 | $4,936+93.8% | $4,851+97.2% | $4,529+111.2% |
| Admin fee / account holder | $125 | $225-44.6% | $8,253-98.5% | $348-64.2% |