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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 16 · EIN 36-4291971 | Consulting | $31,169 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $19,519 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,118 | $60,261+74.4% | $81,783+28.5% | $74,546+41.0% |
| Participation rate | 96.6% | 62.9%+33.7pp | 72.4%+24.2pp | 67.2%+29.3pp |
| Annual return | 12.81% | 16.88%-4.1pp | 775.05%-762.2pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $6,205 | $2,622+136.7% | $2,913+113.0% | $2,624+136.4% |
| Participant deferral / active EE | $4,688 | $3,388+38.4% | $4,320+8.5% | $4,347+7.8% |
| Admin fee / account holder | $219 | $1,482-85.2% | $7,380-97.0% | $1,944-88.7% |