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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 | $38,165-37.9% | $189,758-87.5% | $69,255-65.8% |
| Participation rate | 79.9% | 66.7%+13.2pp | 79.8%+0.1pp | 69.0%+10.9pp |
| Annual return | 13.02% | 14.65%-1.6pp | 52.62%-39.6pp | 26.73%-13.7pp |
| Employer contribution / active EE | $2,125 | $1,589+33.7% | $4,767-55.4% | $2,645-19.7% |
| Participant deferral / active EE | $2,015 | $2,073-2.8% | $5,856-65.6% | $2,890-30.3% |
| Admin fee / account holder | $102 | $714-85.8% | $20,388-99.5% | $733-86.1% |