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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD INVESTMENTS Service code 16 · EIN 36-2708660 | Consulting | $128,919 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,712 |
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 | $126,446 | $46,182+173.8% | $170,435-25.8% | $69,634+81.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 20.64% | 21.40%-0.8pp | 205.94%-185.3pp | 27572.26%-27551.6pp |
| Employer contribution / active EE | $6,758 | $1,610+319.8% | $5,432+24.4% | $2,032+232.6% |
| Participant deferral / active EE | $5,881 | $2,081+182.6% | $4,939+19.1% | $3,224+82.4% |
| Admin fee / account holder | $130 | $116+12.1% | $13,881-99.1% | $110+17.7% |