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| 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 | $106,230-18.4% | $147,080-41.1% | $77,736+11.5% |
| Participation rate | 96.1% | 78.4%+17.7pp | 82.2%+13.9pp | 70.6%+25.5pp |
| Annual return | 18.46% | 56.91%-38.5pp | 420.17%-401.7pp | 31.26%-12.8pp |
| Employer contribution / active EE | $1,859 | $4,072-54.4% | $4,933-62.3% | $2,728-31.9% |
| Participant deferral / active EE | $10,252 | $8,001+28.1% | $8,066+27.1% | $4,651+120.5% |
| Admin fee / account holder | $182 | $338-46.3% | $12,989-98.6% | $433-58.0% |