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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL3 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $614,874 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $164,398 |
CONRAD SIEGEL5+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $134,673 |
Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $19,332 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $300 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS5+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,616 | $81,961-39.5% | $141,200-64.9% | $89,609-44.6% |
| Participation rate | 93.1% | 64.9%+28.2pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | 68.17% | 36.14%+32.0pp | 71.41%-3.2pp | 33.65%+34.5pp |
| Employer contribution / active EE | $1,583 | $2,268-30.2% | $4,736-66.6% | $2,584-38.7% |
| Participant deferral / active EE | $4,059 | $5,316-23.6% | $6,710-39.5% | $4,222-3.9% |
| Admin fee / account holder | $60 | $68-11.7% | $10,265-99.4% | $72-16.1% |