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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL11+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $50,668 |
CONRAD SIEGEL9 years Service code 15 · EIN 23-1669823 | Recordkeeping | $46,478 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $18,237 |
AMERICAN CENTURY8 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-6006315 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-2624428 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,121 | $46,464+5.7% | $150,298-67.3% | $79,634-38.3% |
| Participation rate | 72.3% | 57.0%+15.4pp | 77.8%-5.4pp | 62.5%+9.8pp |
| Annual return | 15.17% | 27.89%-12.7pp | 62.79%-47.6pp | 36.46%-21.3pp |
| Employer contribution / active EE | $3,226 | $1,512+113.4% | $4,154-22.3% | $2,529+27.6% |
| Participant deferral / active EE | $1,637 | $2,157-24.1% | $5,453-70.0% | $3,835-57.3% |
| Admin fee / account holder | $139 | $891-84.4% | $14,116-99.0% | $1,002-86.1% |