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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD INVESTMENTS Service code 16 · EIN 36-2708660 | Consulting | $148,212 |
STRATEGIC ADVISORS, INC.1+ years Service code 24 · EIN 04-2654524 | Discretionary Trustee | $9,600 |
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 | $107,011 | $37,117+188.3% | $147,618-27.5% | $55,191+93.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | -0.73% | 3.44%-4.2pp | 61.98%-62.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $6,596 | $1,620+307.1% | $5,564+18.5% | $1,899+247.4% |
| Participant deferral / active EE | $5,046 | $1,985+154.1% | $4,895+3.1% | $3,046+65.6% |
| Admin fee / account holder | $183 | $86+114.2% | $11,612-98.4% | $91+101.9% |