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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,180 |
ROTHSCHILD ASSET MANAGEMENT4 years Filed as: ROTHSCHILD INVESTMENT CORP Service code 27 · EIN 36-2708660 | Advisory (Plan) | $9,443 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,844 | $84,493+22.9% | $125,381-17.2% | $66,938+55.1% |
| Participation rate | 98.6% | 76.4%+22.2pp | 82.4%+16.2pp | 69.8%+28.8pp |
| Annual return | -19.86% | -8.49%-11.4pp | 572.31%-592.2pp | 1.58%-21.4pp |
| Employer contribution / active EE | $3,402 | $3,554-4.3% | $4,815-29.3% | $2,545+33.7% |
| Participant deferral / active EE | $8,936 | $6,783+31.7% | $7,448+20.0% | $4,238+110.8% |
| Admin fee / account holder | $178 | $685-74.0% | $10,007-98.2% | $594-70.0% |