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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 S WACKER DR · CHICAGO, IL 60606 | Advisory (Plan) | $18,117 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,694 |
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 | $51,450 | $75,183-31.6% | $123,894-58.5% | $55,167-6.7% |
| Participation rate | 96.3% | 72.8%+23.5pp | 81.4%+14.9pp | 69.0%+27.3pp |
| Annual return | 8.82% | 19.01%-10.2pp | 47.52%-38.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,212 | $2,823-57.1% | $4,617-73.8% | $1,963-38.3% |
| Participant deferral / active EE | $5,248 | $5,084+3.2% | $5,984-12.3% | $3,054+71.8% |
| Admin fee / account holder | $109 | $663-83.6% | $8,357-98.7% | $504-78.4% |