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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL10+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $44,179 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO Service code 19 · EIN 94-1737782 | Securities Custodian | $5,807 |
Filed as: FIDELITY INVESTMENTS Service code 28 245 SUMMER STREET · BOSTON, MA 02210 | Investment Management | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $79,278-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.7%-7.7pp | 11.2%-11.2pp |
| Annual return | 7.30% | 7.39%-0.1pp | 0.87%+6.4pp | 9.01%-1.7pp |
| Employer contribution / active EE | $6,387 | $21,308-70.0% | $17,293-63.1% | $12,866-50.4% |
| Participant deferral / active EE | $0 | $0 | $0 | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $20-100.0% | $4,785-100.0% |