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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT6+ years Filed as: ROTHSCHILD INVESTMENTS Service code 16 · EIN 36-2708660 | Consulting | $95,312 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,500 |
AMERICAN REALTY ADVISORS1 year Filed as: FIRST AMERICAN BANK Service code 17 · EIN 36-1078850 | Pension Consulting | $21,883 |
Filed as: FIDELITY INVESTEMENTS INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
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 | $115,092 | $56,095+105.2% | $178,510-35.5% | $90,274+27.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 25.64% | 28.81%-3.2pp | 151.13%-125.5pp | 53.97%-28.3pp |
| Employer contribution / active EE | $5,003 | $1,572+218.2% | $5,011-0.2% | $2,523+98.3% |
| Participant deferral / active EE | $4,718 | $2,669+76.8% | $5,202-9.3% | $4,231+11.5% |
| Admin fee / account holder | $82 | $101-18.3% | $13,988-99.4% | $114-27.9% |