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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD INVESTMENTS Service code 10 · EIN 36-2708660 | Accounting | $119,183 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,241 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,644 |
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 | $105,732 | $36,926+186.3% | $156,551-32.5% | $57,661+83.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 7.31% | 12.38%-5.1pp | 32.23%-24.9pp | 5.13%+2.2pp |
| Employer contribution / active EE | $6,071 | $1,571+286.5% | $5,501+10.4% | $1,974+207.6% |
| Participant deferral / active EE | $5,139 | $1,926+166.9% | $4,871+5.5% | $3,061+67.9% |
| Admin fee / account holder | $141 | $83+70.3% | $13,028-98.9% | $95+48.7% |