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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL1+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $35,235 |
CONRAD SIEGEL1+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $27,439 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $8,443 |
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INV MGT, INC. Service code 28 · EIN 44-6006315 | Investment Management | $0 |
BOSTON MANAGEMENT AND RESEARCH1+ years Service code 28 · EIN 20-1227352 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,191 | $37,117-40.2% | $147,617-85.0% | $55,191-59.8% |
| Participation rate | 77.5% | 63.6%+13.8pp | 84.6%-7.2pp | 69.2%+8.3pp |
| Annual return | -1.48% | 3.44%-4.9pp | 61.98%-63.5pp | 10.78%-12.3pp |
| Employer contribution / active EE | $2,369 | $1,620+46.2% | $5,564-57.4% | $1,899+24.8% |
| Participant deferral / active EE | $901 | $1,985-54.6% | $4,895-81.6% | $3,046-70.4% |
| Admin fee / account holder | $103 | $86+20.8% | $11,612-99.1% | $91+13.9% |