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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,647 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 2850 WEST GOLF ROAD · ROLLING MEADOWS, IL 60008 | Consulting | $22,249 |
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 | $111,321 | $66,319+67.9% | $93,621+18.9% | $65,185+70.8% |
| Participation rate | 93.4% | 74.0%+19.4pp | 75.8%+17.5pp | 70.2%+23.2pp |
| Annual return | 27.92% | 42.59%-14.7pp | 32.76%-4.8pp | 29.38%-1.5pp |
| Employer contribution / active EE | $4,326 | $2,013+114.9% | $2,719+59.1% | $2,177+98.8% |
| Participant deferral / active EE | $6,283 | $3,343+88.0% | $4,070+54.4% | $3,514+78.8% |
| Admin fee / account holder | $234 | $6,900-96.6% | $7,890-97.0% | $847-72.3% |