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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 99 · EIN 03-6247363 | Other Fees | $27,240 |
MATHIESON MOYSKI AUSTIN & CO LLP1+ years Service code 99 · EIN 36-2407363 | Other Fees | $25,800 |
HINSHAW & CULBERTSON1+ years Service code 99 | Other Fees | $18,216 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $6,509 |
HINSHAW & CULBERTSON1+ years Filed as: HINSHAW & CULBERTON Service code 99 · EIN 36-2128133 | Other Fees | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $146,901 | $88,324+66.3% | $115,038+27.7% | $55,191+166.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 41.12% | 6.30%+34.8pp | 26.14%+15.0pp | 10.78%+30.3pp |
| Employer contribution / active EE | $8,996 | $2,805+220.7% | $4,608+95.2% | $1,899+373.8% |
| Participant deferral / active EE | $7,799 | $5,042+54.7% | $6,026+29.4% | $3,046+156.0% |
| Admin fee / account holder | $49 | $105-53.5% | $8,175-99.4% | $91-46.0% |