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 MANAGEMENT4+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $14,204 |
SLEVIN & HART, P.C.4+ years Service code 29 · EIN 52-1708613 | Legal | $10,806 |
MSPC1 year Filed as: MSPC CPA'S & ADVISORS Service code 10 · EIN 22-2951202 | Accounting | $6,047 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $6,039 |
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 | $38,635 | $46,423-16.8% | $75,906-49.1% | $67,584-42.8% |
| Participation rate | 100.0% | 63.1%+36.9pp | 69.3%+30.7pp | 71.3%+28.7pp |
| Annual return | 2.34% | 32.29%-30.0pp | 30.73%-28.4pp | 378.59%-376.2pp |
| Employer contribution / active EE | $7,506 | $1,406+433.8% | $2,501+200.1% | $2,148+249.5% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,604-100.0% | $3,540-100.0% |
| Admin fee / account holder | $357 | $132+171.0% | $5,421-93.4% | $142+150.9% |