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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT7+ years Filed as: ROTHSCHILD INVESTMENTS Service code 16 · EIN 36-2708660 | Consulting | $105,209 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,257 |
AMERICAN REALTY ADVISORS2 years Filed as: FIRST AMERICAN BANK Service code 17 · EIN 36-1078850 | Pension Consulting | $19,794 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,719 | $67,512+102.5% | $185,854-26.4% | $93,010+47.0% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 21.55% | 21.04%+0.5pp | 122.12%-100.6pp | 158.70%-137.2pp |
| Employer contribution / active EE | $6,521 | $1,783+265.7% | $5,169+26.2% | $2,705+141.1% |
| Participant deferral / active EE | $6,269 | $3,035+106.5% | $5,569+12.6% | $4,561+37.5% |
| Admin fee / account holder | $86 | $318-72.8% | $16,246-99.5% | $152-43.0% |