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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $11,344 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1479618 | Investment Management | $5,608 |
SLEVIN & HART, P.C.1+ years Service code 29 · EIN 52-1708613 | Legal | $5,575 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $5,272 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,518 | $44,425-33.6% | $67,836-56.5% | $55,167-46.5% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.8%+31.2pp | 69.0%+31.0pp |
| Annual return | -2.43% | 17.80%-20.2pp | 138.49%-140.9pp | 169.23%-171.7pp |
| Employer contribution / active EE | $4,400 | $1,351+225.6% | $2,404+83.0% | $1,963+124.2% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | $389 | $530-26.6% | $4,621-91.6% | $504-22.8% |