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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL4+ years Service code 15 · EIN 23-1669823 | Recordkeeping | $5,975 |
AMERICAN CENTURY4+ years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-6006315 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.4+ 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 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,505 | $50,982-8.8% | $154,803-70.0% | $85,563-45.6% |
| Participation rate | 41.5% | 59.8%-18.3pp | 78.1%-36.6pp | 66.0%-24.5pp |
| Annual return | 15.32% | 30.35%-15.0pp | 58.88%-43.6pp | 31.51%-16.2pp |
| Employer contribution / active EE | $520 | $1,708-69.6% | $4,305-87.9% | $2,654-80.4% |
| Participant deferral / active EE | $1,845 | $2,474-25.4% | $5,540-66.7% | $4,375-57.8% |
| Admin fee / account holder | $31 | $846-96.3% | $14,329-99.8% | $834-96.3% |