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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $6,857 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $450 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,062 | $62,583+109.4% | $76,767+70.7% | $64,173+104.2% |
| Participation rate | 73.1% | 72.8%+0.3pp | 77.0%-3.9pp | 69.6%+3.5pp |
| Annual return | -51.86% | -1.95%-49.9pp | 2.43%-54.3pp | 7.63%-59.5pp |
| Employer contribution / active EE | $5,316 | $1,832+190.2% | $2,485+113.9% | $2,381+123.3% |
| Participant deferral / active EE | $12,921 | $3,145+310.8% | $3,852+235.5% | $3,470+272.4% |
| Admin fee / account holder | $148 | $4,667-96.8% | $6,675-97.8% | $4,887-97.0% |