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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL4 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $42,826 |
CONRAD SIEGEL6+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $39,897 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $12,533 |
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 | Securities Custodian | $0 |
DIMENSIONAL FUND ADVISORS6+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | 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 | 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 | $40,342 | $52,293-22.9% | $178,499-77.4% | $73,412-45.0% |
| Participation rate | 81.3% | 65.3%+16.0pp | 81.9%-0.6pp | 72.2%+9.2pp |
| Annual return | 11.83% | 34.75%-22.9pp | 151.10%-139.3pp | 59.30%-47.5pp |
| Employer contribution / active EE | $3,222 | $1,735+85.7% | $5,011-35.7% | $2,234+44.3% |
| Participant deferral / active EE | $1,170 | $2,332-49.8% | $5,202-77.5% | $3,806-69.2% |
| Admin fee / account holder | $120 | $127-5.4% | $13,986-99.1% | $158-23.7% |