Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,778 |
ROTHSCHILD ASSET MANAGEMENT4+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 16 · EIN 36-2708660 | Consulting | $10,453 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,858 |
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 | $182,147 | $75,388+141.6% | $123,553+47.4% | $55,727+226.9% |
| Participation rate | 96.4% | 75.7%+20.7pp | 82.3%+14.1pp | 70.9%+25.5pp |
| Annual return | -4.48% | 4.48%-9.0pp | 119.21%-123.7pp | 244.94%-249.4pp |
| Employer contribution / active EE | $13,586 | $3,063+343.5% | $4,628+193.6% | $2,078+553.7% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | -$15 | $120-112.5% | $9,284-100.2% | $115-113.0% |