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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT6+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 · EIN 36-2708660 | Advisory (Plan) | $11,784 |
E.R.I.S.A., INC.2 years Service code 70 · EIN 36-3180571 | Consulting Fees | $11,181 |
Service code 70 · EIN 39-0934985 | Consulting Fees | $8,465 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,105 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $165,407-100.0% | $149,751-100.0% | $158,988-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | -100.65% | 348.32%-449.0pp | 276.71%-377.4pp | 303.00%-403.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,812-100.0% | $9,312-100.0% | $11,252-100.0% |