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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,172 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 · EIN 13-3727333 | Consulting | $18,647 |
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 | $136,604 | $63,314+115.8% | $91,004+50.1% | $62,293+119.3% |
| Participation rate | 83.1% | 73.3%+9.8pp | 75.6%+7.5pp | 69.5%+13.6pp |
| Annual return | 20.67% | 21.00%-0.3pp | 4.60%+16.1pp | 28.90%-8.2pp |
| Employer contribution / active EE | $3,722 | $1,807+105.9% | $2,456+51.6% | $2,042+82.3% |
| Participant deferral / active EE | $5,423 | $2,944+84.2% | $3,548+52.9% | $3,169+71.1% |
| Admin fee / account holder | $269 | $468-42.6% | $5,417-95.0% | $479-44.0% |