Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT5+ years Filed as: ROTHSCHILD INVESTMENTS Service code 16 · EIN 36-2708660 | Consulting | $87,455 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,905 |
Filed as: FIDELITY INVESTEMENTS INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $1,349 |
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 | $132,157 | $62,941+110.0% | $172,757-23.5% | $67,584+95.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 21.70% | 30.36%-8.7pp | 803.06%-781.4pp | 378.59%-356.9pp |
| Employer contribution / active EE | $6,560 | $1,636+300.9% | $5,144+27.5% | $2,148+205.4% |
| Participant deferral / active EE | $6,276 | $2,145+192.5% | $5,198+20.7% | $3,540+77.3% |
| Admin fee / account holder | $114 | $167-31.9% | $13,956-99.2% | $142-20.2% |