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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL3 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $26,857 |
KRONICK KALADA BERDY & CO., P.C.5+ years Service code 10 · EIN 23-2667890 190 LATHROP ST. · KINGSTON, PA 18704 | Accounting | $6,500 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $2,551 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,911 | $47,922-58.5% | $75,886-73.8% | $65,185-69.5% |
| Participation rate | 89.1% | 63.0%+26.1pp | 69.3%+19.8pp | 70.2%+18.9pp |
| Annual return | 16.50% | 24.12%-7.6pp | 30.76%-14.3pp | 29.38%-12.9pp |
| Employer contribution / active EE | $1,665 | $1,557+6.9% | $2,500-33.4% | $2,177-23.5% |
| Participant deferral / active EE | $2,268 | $2,550-11.1% | $3,603-37.1% | $3,514-35.5% |
| Admin fee / account holder | $246 | $532-53.7% | $5,418-95.5% | $847-71.0% |