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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT4+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 99 | Other Fees | $45,549 |
MATHIESON MOYSKI AUSTIN & CO LLP4+ years Service code 99 · EIN 33-3000333 | Other Fees | $15,330 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $13,995 |
HINSHAW & CULBERTSON1 year Filed as: HINSHAW CULBERTSON LLP Service code 99 | Other Fees | $13,522 |
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 | $174,776 | $75,388+131.8% | $123,553+41.5% | $55,727+213.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -3.38% | 4.48%-7.9pp | 119.21%-122.6pp | 244.94%-248.3pp |
| Employer contribution / active EE | $9,036 | $3,063+195.0% | $4,628+95.2% | $2,078+334.8% |
| Participant deferral / active EE | $7,921 | $5,651+40.2% | $6,426+23.3% | $3,356+136.0% |
| Admin fee / account holder | $127 | $120+6.4% | $9,284-98.6% | $115+10.6% |