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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL2 years Service code 15 · EIN 23-1669823 | Recordkeeping | $13,252 |
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 | $145,502 | $89,652+62.3% | $141,197+3.0% | $65,186+123.2% |
| Participation rate | 98.0% | 74.7%+23.3pp | 82.5%+15.6pp | 70.2%+27.8pp |
| Annual return | 13.09% | 32.79%-19.7pp | 71.41%-58.3pp | 29.39%-16.3pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $122 | $569-78.6% | $10,265-98.8% | $847-85.7% |