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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROTHSCHILD INVESTMENT LLC Service code 26 · EIN 36-2708660 311 S. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Participants) | $5,518 |
ROTHSCHILD ASSET MANAGEMENT3 years Filed as: ROTHSCHILD INVESTMENT CORP Service code 26 · EIN 36-2708660 311 S. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Participants) | $5,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,613 | $60,454-52.7% | $81,844-65.0% | $74,459-61.6% |
| Participation rate | 45.9% | 63.0%-17.0pp | 72.4%-26.5pp | 67.2%-21.3pp |
| Annual return | 13.24% | 16.87%-3.6pp | 778.87%-765.6pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $784 | $2,630-70.2% | $2,916-73.1% | $2,626-70.2% |
| Participant deferral / active EE | $970 | $3,398-71.5% | $4,323-77.6% | $4,350-77.7% |
| Admin fee / account holder | $115 | $1,490-92.3% | $7,355-98.4% | $1,945-94.1% |