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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT6+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 99 | Other Fees | $53,125 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $16,668 |
HINSHAW & CULBERTSON3 years Filed as: HINSHAW CULBERTSON LLP Service code 99 | Other Fees | $8,715 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $562 |
MATHIESON MOYSKI AUSTIN & CO LLP6+ years Service code 99 · EIN 33-3000333 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,867 | $100,801+124.1% | $149,751+50.8% | $73,415+207.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 20.08% | 265.34%-245.3pp | 276.71%-256.6pp | 59.30%-39.2pp |
| Employer contribution / active EE | $10,252 | $3,312+209.6% | $4,646+120.7% | $2,234+358.9% |
| Participant deferral / active EE | $8,865 | $6,404+38.4% | $6,843+29.5% | $3,806+132.9% |
| Admin fee / account holder | $99 | $181-45.1% | $9,312-98.9% | $158-37.1% |