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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT5+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 99 | Other Fees | $42,500 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $16,451 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $15,889 |
HINSHAW & CULBERTSON2 years Filed as: HINSHAW CULBERTSON LLP Service code 99 | Other Fees | $13,100 |
MATHIESON MOYSKI AUSTIN & CO LLP5+ years Service code 99 · EIN 33-3000333 | Other Fees | $12,000 |
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 | $197,615 | $88,122+124.3% | $141,200+40.0% | $67,584+192.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 25.58% | 75.40%-49.8pp | 71.41%-45.8pp | 378.59%-353.0pp |
| Employer contribution / active EE | $9,426 | $3,224+192.3% | $4,736+99.0% | $2,148+338.9% |
| Participant deferral / active EE | $8,115 | $5,958+36.2% | $6,710+20.9% | $3,540+129.3% |
| Admin fee / account holder | $111 | $131-15.4% | $10,265-98.9% | $142-22.2% |