Filed March 6, 2015
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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL11+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $73,200 |
CONRAD SIEGEL11+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $47,502 |
CHARLES SCHWAB & CO., INC.11+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $5,938 |
AMERICAN CENTURY8 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-6006315 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,415 | $50,982-58.0% | $154,803-86.2% | $85,563-75.0% |
| Participation rate | 81.7% | 59.8%+22.0pp | 78.1%+3.7pp | 66.0%+15.8pp |
| Annual return | 13.73% | 30.35%-16.6pp | 58.88%-45.2pp | 31.51%-17.8pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $0 | $2,474-100.0% | $5,540-100.0% | $4,375-100.0% |
| Admin fee / account holder | $129 | $846-84.7% | $14,329-99.1% | $834-84.5% |