Filed March 6, 2015
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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL10+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $100,866 |
CONRAD SIEGEL10+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $52,103 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $15,364 |
AMERICAN CENTURY7 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,315 | $53,204-41.1% | $155,556-79.9% | $200,096-84.3% |
| Participation rate | 34.2% | 64.1%-29.9pp | 78.2%-44.0pp | 72.0%-37.8pp |
| Annual return | 16.81% | 41.02%-24.2pp | 64.84%-48.0pp | 34.26%-17.4pp |
| Employer contribution / active EE | $714 | $1,850-61.4% | $4,675-84.7% | $3,038-76.5% |
| Participant deferral / active EE | $1,374 | $3,163-56.6% | $5,631-75.6% | $5,090-73.0% |
| Admin fee / account holder | $165 | $186-11.1% | $15,885-99.0% | $269-38.7% |