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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL2 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $2,500 |
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 |
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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,586 | $47,180-71.2% | $149,723-90.9% | $74,473-81.8% |
| Participation rate | 78.9% | 63.4%+15.5pp | 78.8%+0.2pp | 70.7%+8.2pp |
| Annual return | 100.83% | 22.75%+78.1pp | 134.50%-33.7pp | 34.36%+66.5pp |
| Employer contribution / active EE | $3,481 | $1,907+82.6% | $4,821-27.8% | $2,638+32.0% |
| Participant deferral / active EE | $1,616 | $2,730-40.8% | $5,682-71.6% | $4,530-64.3% |
| Admin fee / account holder | $7 | $343-98.0% | $13,215-99.9% | $347-98.0% |