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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL6+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 11 · EIN 01-0726056 | Actuarial | $22,849 |
CONRAD SIEGEL4 years Service code 28 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Investment Management | $21,157 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-3106735 | Securities Custodian | $11,733 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 39-1811840 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS6+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
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Employer contribution per participant 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 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 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 13.18% | 6915.14%-6902.0pp | 380.66%-367.5pp | 627.08%-613.9pp |
| Employer contribution / active EE | $0 | $39,618-100.0% | $45,083-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |