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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL7+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 11 · EIN 01-0726056 | Actuarial | $23,219 |
CONRAD SIEGEL5 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $17,968 |
CHARLES SCHWAB & CO., INC.7+ years Service code 19 · EIN 94-3106735 | Securities Custodian | $13,898 |
ARTISAN PARTNERS2 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 39-1811840 | Investment Management | $0 |
Filed as: BAILLIE GIFFORD FUND SERVICES LLC Service code 28 780 THIRD AVE, 43RD FLOOR · NEW YORK, NY 10017 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS7+ 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 BARNEY4 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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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 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 7.86% | 7.94%-0.1pp | 9.78%-1.9pp | 11.84%-4.0pp |
| Employer contribution / active EE | $31,975 | $42,390-24.6% | $46,882-31.8% | $17,339+84.4% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |