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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 | $60,393+74.1% | $81,820+28.5% | $74,429+41.2% |
| Participation rate | 96.6% | 62.9%+33.7pp | 72.4%+24.2pp | 67.2%+29.3pp |
| Annual return | 12.81% | 16.89%-4.1pp | 777.93%-765.1pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $6,205 | $2,626+136.3% | $2,915+112.9% | $2,625+136.4% |
| Participant deferral / active EE | $4,688 | $3,397+38.0% | $4,323+8.5% | $4,348+7.8% |
| Admin fee / account holder | $219 | $1,491-85.3% | $7,391-97.0% | $1,944-88.7% |