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| Provider | Service type | Compensation |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD1 year Filed as: BRONFMAN E L ROTHSCHILD LP Service code 27 · EIN 05-0568611 | Advisory (Plan) | $41,462 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,196 |
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 | $73,098 | $53,925+35.6% | $75,501-3.2% | $69,631+5.0% |
| Participation rate | 95.1% | 71.2%+23.9pp | 72.4%+22.8pp | 70.7%+24.4pp |
| Annual return | 19.19% | 17.84%+1.4pp | 27.35%-8.2pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $4,116 | $1,802+128.4% | $2,352+75.0% | $2,032+102.6% |
| Participant deferral / active EE | $4,483 | $2,569+74.5% | $3,142+42.7% | $3,224+39.1% |
| Admin fee / account holder | $235 | $97+142.5% | $5,801-95.9% | $110+113.2% |