Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL2 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $29,891 |
CONRAD SIEGEL4+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $14,609 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 94-1737782 | Securities Custodian | $830 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
BOSTON MANAGEMENT AND RESEARCH4+ years Service code 28 · EIN 20-1227352 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 | Securities Custodian | $0 |
DIMENSIONAL FUND ADVISORS4+ 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).
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 | $10,369 | $37,196-72.1% | $154,108-93.3% | $55,725-81.4% |
| Participation rate | 90.2% | 64.1%+26.1pp | 83.0%+7.1pp | 70.9%+19.3pp |
| Annual return | -6.78% | 1319.68%-1326.5pp | 735.21%-742.0pp | 244.93%-251.7pp |
| Employer contribution / active EE | $511 | $1,614-68.4% | $5,298-90.4% | $2,078-75.4% |
| Participant deferral / active EE | $1,428 | $2,068-31.0% | $5,081-71.9% | $3,356-57.5% |
| Admin fee / account holder | $144 | $102+42.1% | $13,411-98.9% | $115+25.3% |