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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL3+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $1,410 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 | Securities Custodian | $0 |
COLUMBIA3+ years Filed as: COLUMBIA MANGMT INVESTMENT ADVISERS Service code 28 P.O. BOX 8081 · BOSTON, MA 022668081 | Investment Management | $0 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE MANAGEMENT COMPANY Service code 28 2005 MARKET ST. · PHILADELPHIA, PA 19103 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Service code 28 · EIN 39-1861095 | Investment Management | $0 |
Filed as: METROPOLITAN WEST ASSET MANAGEMENT, Service code 28 · EIN 95-4597302 | Investment Management | $0 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTMENTS INC. Service code 28 · EIN 39-1777365 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-2264646 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,609 | $57,976-16.2% | $62,995-22.8% | $62,292-22.0% |
| Participation rate | 50.4% | 75.9%-25.5pp | 74.8%-24.4pp | 69.5%-19.1pp |
| Annual return | 19.06% | 17.54%+1.5pp | 87.57%-68.5pp | 28.90%-9.8pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,802 | $2,956-39.0% | $3,329-45.9% | $3,169-43.1% |
| Admin fee / account holder | $47 | $276-83.1% | $3,600-98.7% | $479-90.3% |