Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT7 years Filed as: ROTHSCHILD INVESTMENT CORP Service code 27 · EIN 36-2708660 | Advisory (Plan) | $48,701 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,215 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,695 | $106,247-18.4% | $147,096-41.1% | $77,714+11.6% |
| Participation rate | 96.1% | 78.4%+17.7pp | 82.2%+13.9pp | 70.6%+25.5pp |
| Annual return | 18.46% | 56.87%-38.4pp | 419.75%-401.3pp | 31.26%-12.8pp |
| Employer contribution / active EE | $1,859 | $4,069-54.3% | $4,936-62.3% | $2,727-31.8% |
| Participant deferral / active EE | $10,252 | $7,996+28.2% | $8,071+27.0% | $4,649+120.5% |
| Admin fee / account holder | $182 | $338-46.2% | $13,005-98.6% | $433-58.0% |