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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL1 year Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $31,752 |
CONRAD SIEGEL3+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $13,768 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $990 |
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 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $11,321 | $46,173-75.5% | $170,435-93.4% | $69,631-83.7% |
| Participation rate | 89.5% | 63.9%+25.6pp | 83.6%+5.9pp | 70.7%+18.8pp |
| Annual return | 12.03% | 21.62%-9.6pp | 205.94%-193.9pp | 27571.02%-27559.0pp |
| Employer contribution / active EE | $517 | $1,610-67.9% | $5,432-90.5% | $2,032-74.6% |
| Participant deferral / active EE | $1,393 | $2,080-33.1% | $4,939-71.8% | $3,224-56.8% |
| Admin fee / account holder | $154 | $116+32.8% | $13,881-98.9% | $110+39.5% |