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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL7 years Service code 15 · EIN 23-1669823 | Recordkeeping | $4,637 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,700 | $102,422+31.5% | $147,117-8.4% | $80,959+66.4% |
| Participation rate | 97.7% | 75.9%+21.8pp | 82.2%+15.5pp | 67.7%+30.0pp |
| Annual return | 10.74% | 135.16%-124.4pp | 420.54%-409.8pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $46 | $7,953-99.4% | $12,993-99.6% | $6,925-99.3% |