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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL8 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $19,092 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 1345 AVENUE OF AMERICAS · NEW YORK, NY 10105 | Investment Management | $0 |
AMERICAN CENTURY7 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-6006315 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,442 | $101,591+127.8% | $147,096+57.3% | $74,429+211.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 12.54% | 8746.45%-8733.9pp | 419.75%-407.2pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $11,321 | $3,813+196.9% | $4,936+129.4% | $2,625+331.3% |
| Participant deferral / active EE | $9,678 | $7,302+32.5% | $8,071+19.9% | $4,348+122.6% |
| Admin fee / account holder | $157 | $1,750-91.0% | $13,005-98.8% | $1,944-91.9% |