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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL6 years Service code 15 · EIN 23-1669823 | Recordkeeping | $6,122 |
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 | $134,932 | $93,617+44.1% | $135,982-0.8% | $75,177+79.5% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 16.74% | 30.89%-14.1pp | 68.32%-51.6pp | 160.75%-144.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $59 | $6,980-99.1% | $10,767-99.4% | $5,651-98.9% |