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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.2 years Filed as: ERISA, INC. Service code 49 | Other Services | $48,266 |
ROTHSCHILD ASSET MANAGEMENT8+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 99 | Other Fees | $44,983 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $27,081 |
MMA SECURITIES LLC1 year Filed as: MMA Service code 10 | Accounting | $14,000 |
ERISA SERVICES, INC.2 years Filed as: ERISA INC Service code 49 · EIN 36-3180571 5215 OLD ORCHARD RD, SUITE 1200 · SKOKIE, IL 60077 | Other Services | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,992 | $82,188+120.2% | $125,401+44.3% | $64,829+179.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -16.74% | 3.50%-20.2pp | 572.53%-589.3pp | 32.85%-49.6pp |
| Employer contribution / active EE | $10,425 | $3,617+188.2% | $4,816+116.5% | $2,507+315.8% |
| Participant deferral / active EE | $9,174 | $7,177+27.8% | $7,448+23.2% | $4,312+112.8% |
| Admin fee / account holder | $268 | $163+64.1% | $10,008-97.3% | $188+42.6% |