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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $22,087 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,510 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $50,668 | $73,404-31.0% | $87,102-41.8% | $67,579-25.0% |
| Participation rate | 75.6% | 80.9%-5.3pp | 76.9%-1.3pp | 71.3%+4.3pp |
| Annual return | 21.97% | 48.29%-26.3pp | 28.19%-6.2pp | 378.56%-356.6pp |
| Employer contribution / active EE | $1,449 | $2,014-28.0% | $2,521-42.5% | $2,148-32.5% |
| Participant deferral / active EE | $3,084 | $3,913-21.2% | $4,048-23.8% | $3,539-12.9% |
| Admin fee / account holder | $117 | $142-17.4% | $7,491-98.4% | $142-17.8% |