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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Plan Administrator... | $275,763 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 · EIN 36-4291971 | Actuarial | $231,229 |
HANSON BRIDGETT LLP5 years Service code 29 · EIN 94-1205338 | Legal | $22,759 |
AMERICAN CENTURY7+ years Filed as: AMERICAN CENTURY INVESTMENT MGMT Service code 28 · EIN 44-0640487 | Investment Management | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 12.54% | 35.98%-23.4pp | 10.75%+1.8pp | 15.63%-3.1pp |
| Employer contribution / active EE | $17,054 | $8,396+103.1% | $35,170-51.5% | $11,476+48.6% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |