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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 | $101,653+127.7% | $147,080+57.4% | $74,459+210.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 12.54% | 8754.98%-8742.4pp | 420.17%-407.6pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $11,321 | $3,813+196.9% | $4,933+129.5% | $2,626+331.1% |
| Participant deferral / active EE | $9,678 | $7,304+32.5% | $8,066+20.0% | $4,350+122.5% |
| Admin fee / account holder | $157 | $1,752-91.0% | $12,989-98.8% | $1,945-91.9% |