Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $25,136 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,650 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,754 | $89,123-36.3% | $102,460-44.6% | $77,762-27.0% |
| Participation rate | 76.7% | 80.9%-4.2pp | 76.5%+0.2pp | 70.6%+6.2pp |
| Annual return | 14.20% | 25.05%-10.8pp | 29.47%-15.3pp | 31.27%-17.1pp |
| Employer contribution / active EE | $1,857 | $2,700-31.2% | $3,025-38.6% | $2,728-31.9% |
| Participant deferral / active EE | $4,557 | $5,148-11.5% | $5,056-9.9% | $4,651-2.0% |
| Admin fee / account holder | $51 | $236-78.4% | $9,460-99.5% | $433-88.2% |