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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $34,274 |
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $12,774 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $1,090 |
AMERICAN CENTURY2+ years Filed as: AMERICAN CENTURY INV MGT, INC. Service code 28 · EIN 44-6006315 | Investment Management | $0 |
BOSTON MANAGEMENT AND RESEARCH2+ years Service code 28 · EIN 20-1227352 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,416 | $36,916-74.5% | $156,551-94.0% | $57,658-83.7% |
| Participation rate | 88.9% | 63.4%+25.5pp | 84.0%+4.9pp | 70.2%+18.7pp |
| Annual return | 10.91% | 12.38%-1.5pp | 32.23%-21.3pp | 5.13%+5.8pp |
| Employer contribution / active EE | $501 | $1,571-68.1% | $5,501-90.9% | $1,974-74.6% |
| Participant deferral / active EE | $1,238 | $1,926-35.7% | $4,871-74.6% | $3,061-59.5% |
| Admin fee / account holder | $158 | $82+91.7% | $13,028-98.8% | $95+67.3% |