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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 | $36,904-35.8% | $158,223-85.0% | $65,191-63.7% |
| Participation rate | 79.9% | 62.1%+17.8pp | 79.2%+0.7pp | 63.0%+16.9pp |
| Annual return | 13.02% | 24.43%-11.4pp | 52.09%-39.1pp | 51.24%-38.2pp |
| Employer contribution / active EE | $2,125 | $1,489+42.7% | $4,109-48.3% | $2,400-11.5% |
| Participant deferral / active EE | $2,015 | $1,936+4.1% | $5,467-63.1% | $2,671-24.6% |
| Admin fee / account holder | $102 | $793-87.2% | $16,047-99.4% | $907-88.8% |