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) | $118,315 |
CONRAD SIEGEL11+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $67,868 |
CHARLES SCHWAB & CO., INC.11+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $20,360 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,309 | $49,468-30.6% | $150,298-77.2% | $103,975-67.0% |
| Participation rate | 35.7% | 58.1%-22.5pp | 77.8%-42.1pp | 72.5%-36.9pp |
| Annual return | 17.05% | 38.98%-21.9pp | 62.79%-45.7pp | 19.41%-2.4pp |
| Employer contribution / active EE | $808 | $1,670-51.6% | $4,154-80.5% | $3,722-78.3% |
| Participant deferral / active EE | $1,558 | $2,650-41.2% | $5,453-71.4% | $5,343-70.8% |
| Admin fee / account holder | $190 | $385-50.7% | $14,116-98.7% | $332-42.9% |