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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 55 311 S WACKER DRIVE · CHICAGO, IL 60606 | Other Commissions | $37,398 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $29,509 |
HOWARD SIMON & ASSOCIATES, INC.1+ years Service code 13 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Contract Administrator | $14,297 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 1301 W 22ND STREET · OAK BROOK, IL 60523 | Accounting | $13,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,801 | $70,002-41.7% | $115,037-64.5% | $52,331-22.0% |
| Participation rate | 93.5% | 72.1%+21.4pp | 81.4%+12.2pp | 68.1%+25.4pp |
| Annual return | 2.48% | 4.04%-1.6pp | 26.14%-23.7pp | 4.54%-2.1pp |
| Employer contribution / active EE | $1,486 | $2,715-45.3% | $4,608-67.7% | $1,882-21.0% |
| Participant deferral / active EE | $4,379 | $4,920-11.0% | $6,026-27.3% | $3,022+44.9% |
| Admin fee / account holder | $88 | $566-84.4% | $8,175-98.9% | $592-85.1% |