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| Provider | Service type | Compensation |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD2 years Filed as: BRONFMAN E L ROTHSCHILD LP Service code 27 · EIN 39-1908691 | Advisory (Plan) | $48,166 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,002 |
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 | $63,673 | $48,261+31.9% | $68,793-7.4% | $55,725+14.3% |
| Participation rate | 96.9% | 71.0%+25.8pp | 72.2%+24.6pp | 70.9%+26.0pp |
| Annual return | -5.46% | -2.61%-2.9pp | -4.63%-0.8pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,464 | $1,742-16.0% | $2,625-44.2% | $2,078-29.6% |
| Participant deferral / active EE | $5,061 | $2,712+86.6% | $3,311+52.8% | $3,356+50.8% |
| Admin fee / account holder | $241 | $126+90.8% | $5,131-95.3% | $115+109.0% |