Filed January 29, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL6+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $33,041 |
CONRAD SIEGEL1 year Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $9,053 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $7,121 |
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 |
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 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,283 | $69,362-26.1% | $101,248-49.3% | $73,488-30.2% |
| Participation rate | 97.0% | 68.4%+28.6pp | 75.8%+21.2pp | 70.7%+26.3pp |
| Annual return | 10.92% | 18.46%-7.5pp | 46.47%-35.6pp | 28.51%-17.6pp |
| Employer contribution / active EE | $804 | $2,628-69.4% | $3,660-78.0% | $2,270-64.6% |
| Participant deferral / active EE | $3,629 | $3,300+10.0% | $4,370-17.0% | $3,740-3.0% |
| Admin fee / account holder | $159 | $704-77.4% | $5,945-97.3% | $513-69.1% |