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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT4+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 55 311 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Other Commissions | $46,993 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,850 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 3077 W. JEFFERSON ST. STE 105 · JOLIET, IL 60435 | Accounting | $14,400 |
HOWARD SIMON & ASSOCIATES, INC.4+ years Service code 13 P. O. BOX 2549 · NORTHBROOK, IL 600652549 | Contract Administrator | $12,440 |
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 | $41,616 | $75,388-44.8% | $123,552-66.3% | $55,725-25.3% |
| Participation rate | 95.5% | 75.7%+19.8pp | 82.3%+13.2pp | 70.9%+24.6pp |
| Annual return | -6.05% | 4.48%-10.5pp | 119.20%-125.2pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,528 | $3,063-50.1% | $4,628-67.0% | $2,078-26.5% |
| Participant deferral / active EE | $4,611 | $5,651-18.4% | $6,426-28.2% | $3,356+37.4% |
| Admin fee / account holder | $74 | $120-37.9% | $9,285-99.2% | $115-35.4% |