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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT7+ years Filed as: ROTHSCHILD CONSULTING GROUP Service code 28 · EIN 36-2708660 | Investment Management | $30,681 |
CORRELL CO.7+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $14,404 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,344 | $81,908-44.6% | $90,749-50.0% | $64,808-30.0% |
| Participation rate | 88.9% | 80.5%+8.5pp | 75.7%+13.2pp | 71.5%+17.5pp |
| Annual return | -19.79% | -12.53%-7.3pp | -12.16%-7.6pp | 32.82%-52.6pp |
| Employer contribution / active EE | $1,239 | $3,065-59.6% | $2,921-57.6% | $2,506-50.5% |
| Participant deferral / active EE | $2,778 | $4,840-42.6% | $4,564-39.1% | $4,310-35.6% |
| Admin fee / account holder | $137 | $157-12.8% | $8,445-98.4% | $188-27.0% |