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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $64,590 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $10,595 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,924 | $89,282-21.7% | $94,672-26.1% | $74,473-6.1% |
| Participation rate | 94.9% | 82.4%+12.5pp | 80.8%+14.1pp | 70.7%+24.2pp |
| Annual return | 19.43% | 25.96%-6.5pp | 156.89%-137.5pp | 34.36%-14.9pp |
| Employer contribution / active EE | $3,333 | $3,022+10.3% | $3,673-9.3% | $2,638+26.3% |
| Participant deferral / active EE | $9,215 | $8,425+9.4% | $7,417+24.2% | $4,530+103.4% |
| Admin fee / account holder | $22 | $219-90.1% | $7,222-99.7% | $347-93.7% |