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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL1 year Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $35,979 |
CONRAD SIEGEL3+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $32,267 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $9,461 |
AMERICAN CENTURY3+ years Filed as: AMERICAN CENTURY INV MGT, INC. Service code 28 · EIN 44-6006315 | Investment Management | $0 |
BOSTON MANAGEMENT AND RESEARCH3+ years Service code 28 · EIN 20-1227352 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
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 | $29,740 | $46,173-35.6% | $170,435-82.6% | $69,631-57.3% |
| Participation rate | 79.0% | 63.9%+15.1pp | 83.6%-4.6pp | 70.7%+8.3pp |
| Annual return | 14.04% | 21.62%-7.6pp | 205.94%-191.9pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $2,693 | $1,610+67.3% | $5,432-50.4% | $2,032+32.5% |
| Participant deferral / active EE | $956 | $2,080-54.1% | $4,939-80.6% | $3,224-70.4% |
| Admin fee / account holder | $106 | $116-8.3% | $13,881-99.2% | $110-3.7% |