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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL3+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 28 · EIN 01-0726056 | Investment Management | $21,480 |
CONRAD SIEGEL1 year Service code 11 · EIN 23-1669823 | Actuarial | $13,110 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-3106735 | Securities Custodian | $4,874 |
AMERICAN CENTURY3+ years Filed as: AMERICAN CENTURY INV MGT, INC. Service code 28 · EIN 44-6006315 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
LOOMIS SAYLES3+ 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 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 9.63% | 10.58%-1.0pp | 14.41%-4.8pp | 13.95%-4.3pp |
| Employer contribution / active EE | $37,778 | $37,352+1.1% | $45,283-16.6% | $16,598+127.6% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |