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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROTHSCHILD INVESTMENT CORP Service code 27 · EIN 36-2708660 | Advisory (Plan) | $27,176 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,212 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,778 | $89,652+9.1% | $141,191-30.7% | $65,185+50.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 29.48% | 32.79%-3.3pp | 71.41%-41.9pp | 29.38%+0.1pp |
| Employer contribution / active EE | $3,330 | $3,065+8.7% | $4,736-29.7% | $2,177+53.0% |
| Participant deferral / active EE | $8,225 | $5,691+44.5% | $6,710+22.6% | $3,514+134.1% |
| Admin fee / account holder | $287 | $569-49.5% | $10,264-97.2% | $847-66.1% |