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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO Service code 70 · EIN 13-5381590 | Consulting Fees | $14,560 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 16 · EIN 36-2708660 | Consulting | $11,666 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,437 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,379 |
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 | $187,099 | $155,795+20.1% | $136,298+37.3% | $69,634+168.7% |
| Participation rate | 93.7% | 75.2%+18.4pp | 81.9%+11.7pp | 70.7%+23.0pp |
| Annual return | 16.44% | 232464.33%-232447.9pp | 5156.27%-5139.8pp | 27572.26%-27555.8pp |
| Employer contribution / active EE | $12,009 | $2,991+301.5% | $4,696+155.8% | $2,032+490.9% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | -$3 | $128-102.1% | $9,244-100.0% | $110-102.4% |