Filed March 6, 2015
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL3+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $51,786 |
CONRAD SIEGEL3+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $32,606 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $10,923 |
AMERICAN CENTURY3+ years Filed as: AMERICAN CENTURY INV MGT, INC. Service code 28 · EIN 44-6006315 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3+ 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 INC3+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-2264646 | Investment Management | $0 |
WELLS FARGO BANK, N.A.3+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,502 | $44,989-52.2% | $170,435-87.4% | $77,958-72.4% |
| Participation rate | 27.6% | 64.6%-37.1pp | 83.6%-56.0pp | 71.6%-44.1pp |
| Annual return | 16.17% | 19.61%-3.4pp | 205.94%-189.8pp | 20.87%-4.7pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $779 | $2,208-64.7% | $4,939-84.2% | $3,537-78.0% |
| Admin fee / account holder | $110 | $69+60.2% | $13,881-99.2% | $97+13.4% |