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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT2 years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 S WACKER DR #6500 · CHICAGO, IL 60606 | Advisory (Plan) | $21,020 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,638 | $81,474+43.2% | $133,956-12.9% | $73,488+58.7% |
| Participation rate | 65.3% | 76.4%-11.0pp | 79.8%-14.5pp | 70.7%-5.3pp |
| Annual return | 14.62% | 19.40%-4.8pp | 45.09%-30.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $410 | $2,209-81.4% | $3,919-89.5% | $2,270-81.9% |
| Participant deferral / active EE | $4,065 | $3,786+7.4% | $5,048-19.5% | $3,740+8.7% |
| Admin fee / account holder | $204 | $713-71.3% | $8,927-97.7% | $513-60.2% |