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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL8 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $1,123,222 |
CONRAD SIEGEL10+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $273,991 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $175,859 |
AMERICAN CENTURY7 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-6006315 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS10+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | 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 | $65,899 | $128,169-48.6% | $147,117-55.2% | $106,553-38.2% |
| Participation rate | 96.2% | 67.3%+28.8pp | 82.2%+14.0pp | 69.8%+26.3pp |
| Annual return | 17.12% | 17.88%-0.8pp | 420.54%-403.4pp | 17.37%-0.2pp |
| Employer contribution / active EE | $1,929 | $3,374-42.8% | $4,932-60.9% | $3,359-42.6% |
| Participant deferral / active EE | $5,879 | $7,665-23.3% | $8,065-27.1% | $5,562+5.7% |
| Admin fee / account holder | $81 | $88-7.8% | $12,993-99.4% | $80+2.0% |