Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARTHUR J. GALLAGHER Service code 16 · EIN 36-4291971 | Consulting | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,213 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $116,925 | $54,368+115.1% | $117,039-0.1% | $62,293+87.7% |
| Participation rate | 97.0% | 64.9%+32.1pp | 77.2%+19.8pp | 69.5%+27.5pp |
| Annual return | 14.68% | 21.77%-7.1pp | 18.95%-4.3pp | 28.90%-14.2pp |
| Employer contribution / active EE | $1,525 | $1,692-9.8% | $3,785-59.7% | $2,042-25.3% |
| Participant deferral / active EE | $5,006 | $2,269+120.6% | $3,929+27.4% | $3,169+58.0% |
| Admin fee / account holder | $87 | $493-82.4% | $5,974-98.5% | $479-81.9% |