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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT5+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $21,076 |
MSPC2 years Filed as: MSPC CPA'S & ADVISORS Service code 10 · EIN 22-2951202 | Accounting | $9,466 |
SLEVIN & HART, P.C.5+ years Service code 29 · EIN 52-1708613 | Legal | $7,627 |
THE BANK OF NEW YORK MELLON5+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $5,934 |
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 | $44,270 | $51,288-13.7% | $81,988-46.0% | $73,415-39.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.3%+30.7pp | 72.2%+27.8pp |
| Annual return | 7.12% | 29.48%-22.4pp | 41.32%-34.2pp | 59.30%-52.2pp |
| Employer contribution / active EE | $7,924 | $1,487+432.9% | $2,499+217.1% | $2,234+254.7% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,723-100.0% | $3,806-100.0% |
| Admin fee / account holder | $391 | $125+211.8% | $5,666-93.1% | $158+147.4% |