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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL4 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $37,041 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $5,514 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,683 | $36,002-34.2% | $161,489-85.3% | $64,728-63.4% |
| Participation rate | 79.9% | 57.4%+22.5pp | 78.7%+1.2pp | 57.9%+22.0pp |
| Annual return | 13.02% | 33.93%-20.9pp | 89.72%-76.7pp | 49.38%-36.4pp |
| Employer contribution / active EE | $2,125 | $1,380+54.0% | $4,268-50.2% | $2,243-5.3% |
| Participant deferral / active EE | $2,015 | $1,815+11.1% | $5,630-64.2% | $2,729-26.2% |
| Admin fee / account holder | $102 | $931-89.1% | $16,006-99.4% | $1,145-91.1% |