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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 | $46,464-49.0% | $150,298-84.2% | $79,634-70.3% |
| Participation rate | 79.9% | 57.0%+22.9pp | 77.8%+2.1pp | 62.5%+17.4pp |
| Annual return | 13.02% | 27.89%-14.9pp | 62.79%-49.8pp | 36.46%-23.4pp |
| Employer contribution / active EE | $2,125 | $1,512+40.6% | $4,154-48.9% | $2,529-16.0% |
| Participant deferral / active EE | $2,015 | $2,157-6.6% | $5,453-63.0% | $3,835-47.4% |
| Admin fee / account holder | $102 | $891-88.6% | $14,116-99.3% | $1,002-89.9% |