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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 · EIN 35-2552359 | Consulting | $17,784 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 16 · EIN 36-4291971 | Consulting | $15,523 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $6,744 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,369 | $51,223+41.3% | $82,763-12.6% | $66,949+8.1% |
| Participation rate | 99.3% | 67.9%+31.4pp | 72.6%+26.8pp | 69.8%+29.5pp |
| Annual return | -13.96% | -9.85%-4.1pp | 702.45%-716.4pp | 1.57%-15.5pp |
| Employer contribution / active EE | $6,077 | $2,611+132.8% | $3,008+102.0% | $2,545+138.8% |
| Participant deferral / active EE | $4,629 | $3,460+33.8% | $4,395+5.3% | $4,239+9.2% |
| Admin fee / account holder | $170 | $415-59.2% | $5,325-96.8% | $594-71.4% |