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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT10+ years Filed as: ROTHSCHILD INVESTMENTS Service code 16 · EIN 36-2708660 | Consulting | $116,127 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,437 |
AMERICAN REALTY ADVISORS5 years Filed as: FIRST AMERICAN BANK Service code 17 · EIN 36-1078850 | Pension Consulting | $28,849 |
Filed as: DELITY INVESTMENTS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,488 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,693 | $53,204+79.9% | $155,556-38.5% | $200,096-52.2% |
| Participation rate | 95.9% | 64.1%+31.8pp | 78.2%+17.7pp | 72.0%+23.9pp |
| Annual return | 15.95% | 41.02%-25.1pp | 64.84%-48.9pp | 34.26%-18.3pp |
| Employer contribution / active EE | $4,520 | $1,850+144.3% | $4,675-3.3% | $3,038+48.8% |
| Participant deferral / active EE | $5,326 | $3,163+68.4% | $5,631-5.4% | $5,090+4.6% |
| Admin fee / account holder | $49 | $186-73.8% | $15,885-99.7% | $269-81.9% |