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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 28 · EIN 01-0726056 | Investment Management | $19,955 |
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $13,677 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-3106735 | Securities Custodian | $7,073 |
AMERICAN CENTURY2+ years Filed as: AMERICAN CENTURY INV MGT, INC. Service code 28 · EIN 44-6006315 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $0 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $264,156-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 3.6%-3.6pp |
| Annual return | 6.14% | 4.43%+1.7pp | 4.74%+1.4pp | 11.88%-5.7pp |
| Employer contribution / active EE | $10,189 | $35,917-71.6% | $46,220-78.0% | $14,612-30.3% |
| Participant deferral / active EE | $0 | $1,335-100.0% | $248-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $12,050-100.0% | $637-100.0% |