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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL6 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $21,586 |
VALUE CONSULTING GROUP1 year Filed as: VALUE MANAGEMENT INC Service code 27 2370 YORK ROAD · JAMISON, PA 18929 | Advisory (Plan) | $7,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,163 | $76,696-76.3% | $96,515-81.2% | $71,511-74.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 54.78% | 48.32%+6.5pp | 35.73%+19.0pp | 28.86%+25.9pp |
| Employer contribution / active EE | $4,299 | $3,032+41.8% | $3,740+15.0% | $2,589+66.0% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $162 | $2,030-92.0% | $6,735-97.6% | $1,588-89.8% |