Filed March 6, 2015
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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL6+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $72,344 |
CONRAD SIEGEL6+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $36,312 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $11,892 |
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS6+ 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 BARNEY3 years Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,443 | $56,095-47.5% | $178,499-83.5% | $90,274-67.4% |
| Participation rate | 28.3% | 65.6%-37.2pp | 81.9%-53.6pp | 73.4%-45.0pp |
| Annual return | 15.67% | 28.81%-13.1pp | 151.10%-135.4pp | 53.97%-38.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $1,002 | $2,669-62.4% | $5,202-80.7% | $4,231-76.3% |
| Admin fee / account holder | $142 | $101+41.1% | $13,986-99.0% | $114+24.5% |