Filed March 6, 2015
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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL7+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $94,010 |
CONRAD SIEGEL7+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $47,531 |
CHARLES SCHWAB & CO., INC.7+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $14,438 |
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS7+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,182 | $67,512-77.5% | $185,837-91.8% | $93,010-83.7% |
| Participation rate | 95.6% | 67.1%+28.5pp | 81.7%+13.9pp | 73.9%+21.7pp |
| Annual return | 11.38% | 21.04%-9.7pp | 122.08%-110.7pp | 158.70%-147.3pp |
| Employer contribution / active EE | $415 | $1,783-76.7% | $5,168-92.0% | $2,705-84.7% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,561-100.0% |
| Admin fee / account holder | $89 | $318-72.1% | $16,241-99.5% | $152-41.5% |