Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $10,631 |
THE BANK OF NEW YORK MELLON2+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $5,309 |
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 | $32,306 | $46,297-30.2% | $71,671-54.9% | $62,293-48.1% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 7.98% | 22.32%-14.3pp | 20.65%-12.7pp | 28.90%-20.9pp |
| Employer contribution / active EE | $5,622 | $1,412+298.2% | $2,460+128.5% | $2,042+175.3% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $353 | $461-23.4% | $5,558-93.7% | $479-26.4% |