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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.3 years Filed as: ERISA, INC. Service code 49 | Other Services | $48,442 |
ROTHSCHILD ASSET MANAGEMENT9+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 99 | Other Fees | $31,785 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $23,955 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MMGT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $23,955 |
MMA SECURITIES LLC2 years Filed as: MMA Service code 10 | Accounting | $18,000 |
ERISA SERVICES, INC.3 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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,426 | $107,415+91.2% | $135,998+51.1% | $80,187+156.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 81.9%+18.1pp | 72.9%+27.1pp |
| Annual return | 19.89% | 91.99%-72.1pp | 68.37%-48.5pp | 40.40%-20.5pp |
| Employer contribution / active EE | $10,315 | $3,878+166.0% | $4,860+112.3% | $2,980+246.2% |
| Participant deferral / active EE | $9,578 | $8,189+17.0% | $7,761+23.4% | $5,016+91.0% |
| Admin fee / account holder | $265 | $127+108.7% | $10,769-97.5% | $145+82.8% |