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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,650 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 · EIN 13-3727333 | Consulting | $15,600 |
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 | $121,109 | $56,640+113.8% | $78,002+55.3% | $55,167+119.5% |
| Participation rate | 81.3% | 73.3%+7.9pp | 75.5%+5.7pp | 69.0%+12.3pp |
| Annual return | 8.53% | 2868.48%-2859.9pp | 425.99%-417.5pp | 169.23%-160.7pp |
| Employer contribution / active EE | $3,636 | $1,724+111.0% | $2,470+47.2% | $1,963+85.3% |
| Participant deferral / active EE | $5,529 | $2,778+99.0% | $3,497+58.1% | $3,054+81.0% |
| Admin fee / account holder | $243 | $467-47.9% | $5,481-95.6% | $504-51.8% |