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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,287 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $18,734 |
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 | $98,730 | $58,093+69.9% | $80,022+23.4% | $56,289+75.4% |
| Participation rate | 85.4% | 73.6%+11.7pp | 75.8%+9.5pp | 69.9%+15.5pp |
| Annual return | -4.56% | 34.63%-39.2pp | 11.22%-15.8pp | -9.96%+5.4pp |
| Employer contribution / active EE | $3,510 | $1,933+81.6% | $2,468+42.2% | $2,111+66.3% |
| Participant deferral / active EE | $5,212 | $3,136+66.2% | $3,686+41.4% | $3,350+55.6% |
| Admin fee / account holder | $260 | $623-58.2% | $6,521-96.0% | $521-50.1% |