Filed March 6, 2015
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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL1+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $49,355 |
CONRAD SIEGEL1+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $27,071 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $10,897 |
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INV MGT, INC. Service code 28 · EIN 44-6006315 | Investment Management | $0 |
BOSTON MANAGEMENT AND RESEARCH1+ years Service code 28 · EIN 20-1227352 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 28 · EIN 13-2624428 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-2264646 | Investment Management | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO FUNDS MANAGEMENT LLC Service code 28 · EIN 41-0449260 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,909 | $37,039-57.0% | $147,617-89.2% | $59,188-73.1% |
| Participation rate | 24.1% | 63.8%-39.7pp | 84.6%-60.6pp | 69.4%-45.4pp |
| Annual return | -1.38% | 7.19%-8.6pp | 61.98%-63.4pp | 5.51%-6.9pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $617 | $2,094-70.5% | $4,895-87.4% | $3,265-81.1% |
| Admin fee / account holder | $103 | $60+70.4% | $11,612-99.1% | $92+11.3% |