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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT4+ years Filed as: ROTHSCHILD INVESTMENTS Service code 16 · EIN 36-2708660 | Consulting | $119,160 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,340 |
Filed as: FIDELITY INVESTEMENTS INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $10,368 |
Service code 60 | Sub-TA Fees | $0 |
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 | $113,381 | $37,203+204.8% | $154,110-26.4% | $55,727+103.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -4.49% | 1320.03%-1324.5pp | 735.22%-739.7pp | 244.94%-249.4pp |
| Employer contribution / active EE | $6,576 | $1,614+307.3% | $5,298+24.1% | $2,078+216.4% |
| Participant deferral / active EE | $6,075 | $2,069+193.7% | $5,081+19.6% | $3,356+81.0% |
| Admin fee / account holder | $139 | $102+36.3% | $13,412-99.0% | $115+20.3% |