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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL3 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $12,656 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $1,302 |
AMERICAN CENTURY4+ years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY4+ 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 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,946 | $50,902-62.8% | $155,534-87.8% | $77,736-75.6% |
| Participation rate | 75.2% | 63.1%+12.1pp | 78.2%-3.0pp | 70.6%+4.6pp |
| Annual return | 21.00% | 34.85%-13.8pp | 64.92%-43.9pp | 31.26%-10.3pp |
| Employer contribution / active EE | $2,340 | $1,991+17.5% | $4,675-49.9% | $2,728-14.2% |
| Participant deferral / active EE | $1,730 | $2,824-38.7% | $5,630-69.3% | $4,651-62.8% |
| Admin fee / account holder | $34 | $437-92.1% | $15,900-99.8% | $433-92.0% |