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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,731 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $47,200 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $11,800 |
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 | $110,099 | $100,801+9.2% | $149,730-26.5% | $73,412+50.0% |
| Participation rate | 89.0% | 77.7%+11.3pp | 82.5%+6.5pp | 72.2%+16.8pp |
| Annual return | 20.63% | 265.34%-244.7pp | 276.70%-256.1pp | 59.30%-38.7pp |
| Employer contribution / active EE | $4,328 | $3,312+30.7% | $4,645-6.8% | $2,234+93.8% |
| Participant deferral / active EE | $7,822 | $6,404+22.1% | $6,843+14.3% | $3,806+105.5% |
| Admin fee / account holder | $148 | $181-18.2% | $9,310-98.4% | $158-6.4% |