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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 55 311 S WACKER DRIVE · CHICAGO, IL 60606 | Other Commissions | $40,564 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $23,674 |
HOWARD SIMON & ASSOCIATES, INC.2+ years Service code 13 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Contract Administrator | $18,847 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 1301 W 22ND STREET · OAK BROOK, IL 60523 | Accounting | $13,565 |
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 | $41,707 | $80,177-48.0% | $123,894-66.3% | $57,658-27.7% |
| Participation rate | 96.6% | 74.4%+22.1pp | 81.4%+15.2pp | 70.2%+26.3pp |
| Annual return | 12.00% | 17.90%-5.9pp | 47.52%-35.5pp | 5.13%+6.9pp |
| Employer contribution / active EE | $1,369 | $2,913-53.0% | $4,617-70.3% | $1,974-30.6% |
| Participant deferral / active EE | $4,226 | $5,130-17.6% | $5,984-29.4% | $3,061+38.1% |
| Admin fee / account holder | $64 | $106-39.4% | $8,357-99.2% | $95-31.9% |