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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT9+ years Filed as: ROTHSCHILD INVESTMENTS Service code 16 · EIN 36-2708660 | Consulting | $98,558 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,391 |
AMERICAN REALTY ADVISORS4 years Filed as: FIRST AMERICAN BANK Service code 17 · EIN 36-1078850 | Pension Consulting | $26,621 |
Filed as: DELITY INVESTMENTS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,499 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,174 | $50,169+89.7% | $149,740-36.4% | $80,187+18.7% |
| Participation rate | 95.6% | 64.3%+31.4pp | 78.8%+16.9pp | 72.9%+22.7pp |
| Annual return | 24.98% | 29.82%-4.8pp | 134.51%-109.5pp | 40.40%-15.4pp |
| Employer contribution / active EE | $4,309 | $1,869+130.5% | $4,821-10.6% | $2,980+44.6% |
| Participant deferral / active EE | $4,725 | $3,194+47.9% | $5,683-16.9% | $5,016-5.8% |
| Admin fee / account holder | $59 | $153-61.1% | $13,222-99.6% | $145-59.0% |