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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL2 years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $10,415 |
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 | $120,229 | $80,753+48.9% | $136,298-11.8% | $62,293+93.0% |
| Participation rate | 98.2% | 73.5%+24.7pp | 81.9%+16.3pp | 69.5%+28.7pp |
| Annual return | 38.09% | 35.83%+2.3pp | 5156.27%-5118.2pp | 28.90%+9.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $90 | $525-82.9% | $9,244-99.0% | $479-81.3% |