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 MANAGEMENT8+ years Filed as: ROTHSCHILD INVESTMENTS Service code 16 · EIN 36-2708660 | Consulting | $100,229 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,269 |
Filed as: FIDELITY INV INST OPERATIONS CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,068 | $45,000+149.0% | $143,801-22.1% | $77,906+43.9% |
| Participation rate | 99.0% | 66.8%+32.2pp | 80.3%+18.7pp | 73.7%+25.3pp |
| Annual return | -15.34% | 29.03%-44.4pp | -0.04%-15.3pp | 12.16%-27.5pp |
| Employer contribution / active EE | $6,452 | $1,870+245.1% | $4,952+30.3% | $2,846+126.7% |
| Participant deferral / active EE | $6,548 | $3,157+107.5% | $5,639+16.1% | $4,805+36.3% |
| Admin fee / account holder | $86 | $98-13.1% | $14,680-99.4% | $133-35.5% |