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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,835 |
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 · EIN 36-2708660 | Advisory (Plan) | $8,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $151,912 | $88,324+72.0% | $115,038+32.1% | $55,191+175.2% |
| Participation rate | 91.6% | 72.5%+19.1pp | 81.4%+10.2pp | 69.2%+22.4pp |
| Annual return | 3.38% | 6.30%-2.9pp | 26.14%-22.8pp | 10.78%-7.4pp |
| Employer contribution / active EE | $10,219 | $2,805+264.3% | $4,608+121.8% | $1,899+438.2% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $14 | $105-86.9% | $8,175-99.8% | $91-84.8% |