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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $102,104 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $28,800 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $7,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,852 | $82,163+10.6% | $125,381-27.5% | $64,819+40.2% |
| Participation rate | 83.9% | 77.9%+6.0pp | 82.4%+1.5pp | 71.5%+12.4pp |
| Annual return | -17.14% | 3.49%-20.6pp | 572.31%-589.4pp | 32.84%-50.0pp |
| Employer contribution / active EE | $4,366 | $3,616+20.7% | $4,815-9.3% | $2,507+74.2% |
| Participant deferral / active EE | $7,978 | $7,175+11.2% | $7,448+7.1% | $4,311+85.1% |
| Admin fee / account holder | $126 | $163-23.1% | $10,007-98.7% | $188-33.2% |