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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL1 year Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $9,795 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,190 | $75,183+18.6% | $123,894-28.0% | $55,167+61.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 6.97% | 19.01%-12.0pp | 47.52%-40.5pp | 169.23%-162.3pp |
| Employer contribution / active EE | $391 | $2,823-86.1% | $4,617-91.5% | $1,963-80.1% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $83 | $663-87.5% | $8,357-99.0% | $504-83.5% |