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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $22,646 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,756 |
ADP BROKER-DEALER3+ 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 | $114,752 | $64,909+76.8% | $82,312+39.4% | $62,293+84.2% |
| Participation rate | 84.8% | 74.9%+9.9pp | 76.9%+7.9pp | 69.5%+15.3pp |
| Annual return | 19.19% | 21.18%-2.0pp | 25.88%-6.7pp | 28.90%-9.7pp |
| Employer contribution / active EE | $3,359 | $1,676+100.4% | $2,428+38.3% | $2,042+64.5% |
| Participant deferral / active EE | $8,679 | $3,103+179.7% | $3,706+134.2% | $3,169+173.9% |
| Admin fee / account holder | $106 | $440-75.9% | $5,608-98.1% | $479-77.9% |