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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $13,535 |
MSPC1 year Service code 10 · EIN 22-2951202 | Accounting | $6,974 |
ENNIS HARGADON, LLC1 year Service code 10 · EIN 47-1121653 | Accounting | $6,735 |
Service code 29 · EIN 04-3669184 | Legal | $6,118 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $5,779 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,305 | $42,396-16.7% | $67,313-47.6% | $56,289-37.3% |
| Participation rate | 100.0% | 61.0%+39.0pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | 6.69% | -36.63%+43.3pp | -4.08%+10.8pp | -9.96%+16.7pp |
| Employer contribution / active EE | $6,699 | $1,414+373.9% | $2,566+161.1% | $2,111+217.3% |
| Participant deferral / active EE | $0 | $2,360-100.0% | $3,568-100.0% | $3,350-100.0% |
| Admin fee / account holder | $364 | $510-28.5% | $4,507-91.9% | $521-30.1% |