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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT10+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 S WACKER DR #6500 · CHICAGO, IL 60606 | Advisory (Plan) | $76,858 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48,393 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLC Service code 10 1301 W. 22ND ST. · OAK BROOK, IL 60523 | Accounting | $21,630 |
HOWARD SIMON & ASSOCIATES, INC.10+ years Service code 13 P. O. BOX 2549 · NORTHBROOK, IL 600652549 | Contract Administrator | $14,205 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 13 30 N LASALLE STREET · CHICAGO, IL 60602 | Contract Administrator | $3,440 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,299 | $106,264-35.7% | $147,117-53.6% | $77,762-12.2% |
| Participation rate | 94.1% | 78.4%+15.7pp | 82.2%+11.9pp | 70.6%+23.5pp |
| Annual return | 14.38% | 56.94%-42.6pp | 420.54%-406.2pp | 31.27%-16.9pp |
| Employer contribution / active EE | $1,992 | $4,074-51.1% | $4,932-59.6% | $2,728-27.0% |
| Participant deferral / active EE | $6,192 | $8,003-22.6% | $8,065-23.2% | $4,651+33.1% |
| Admin fee / account holder | $198 | $334-40.9% | $12,993-98.5% | $433-54.3% |