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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,695 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $18,000 |
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 | $53,575 | $48,261+11.0% | $68,612-21.9% | $55,725-3.9% |
| Participation rate | 94.3% | 71.0%+23.3pp | 72.2%+22.1pp | 70.9%+23.5pp |
| Annual return | -5.64% | -2.61%-3.0pp | -4.63%-1.0pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,050 | $1,742-39.7% | $2,625-60.0% | $2,078-49.5% |
| Participant deferral / active EE | $3,118 | $2,712+15.0% | $3,311-5.8% | $3,356-7.1% |
| Admin fee / account holder | $280 | $126+122.3% | $5,131-94.5% | $115+143.5% |