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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL5 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $899,127 |
CONRAD SIEGEL7+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $233,842 |
CHARLES SCHWAB & CO., INC.7+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $177,861 |
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS7+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,800 | $107,662-48.2% | $159,495-65.0% | $106,520-47.6% |
| Participation rate | 94.5% | 69.4%+25.1pp | 82.8%+11.6pp | 71.3%+23.2pp |
| Annual return | 15.38% | 22.17%-6.8pp | 263.72%-248.3pp | 19.28%-3.9pp |
| Employer contribution / active EE | $1,750 | $2,741-36.2% | $4,831-63.8% | $2,840-38.4% |
| Participant deferral / active EE | $5,281 | $6,799-22.3% | $7,354-28.2% | $4,948+6.7% |
| Admin fee / account holder | $70 | $69+1.7% | $10,804-99.4% | $75-6.4% |