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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $10,790 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $965 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $95,728 | $60,165+59.1% | $74,184+29.0% | $55,167+73.5% |
| Participation rate | 84.4% | 74.2%+10.2pp | 76.6%+7.8pp | 69.0%+15.4pp |
| Annual return | 10.41% | 10.00%+0.4pp | 17.74%-7.3pp | 169.23%-158.8pp |
| Employer contribution / active EE | $3,211 | $1,600+100.7% | $2,370+35.5% | $1,963+63.6% |
| Participant deferral / active EE | $8,130 | $2,973+173.5% | $3,550+129.0% | $3,054+166.2% |
| Admin fee / account holder | $36 | $419-91.4% | $5,586-99.4% | $504-92.9% |