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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 | $57,974-100.0% | $105,290-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 13.5%-13.5pp | 18.6%-18.6pp |
| Annual return | 7.30% | 9.14%-1.8pp | 64.50%-57.2pp | 9.77%-2.5pp |
| Employer contribution / active EE | $8,152 | $21,902-62.8% | $23,990-66.0% | $13,890-41.3% |
| Participant deferral / active EE | $0 | $0 | $287-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $1,488-100.0% | $4,431-100.0% | $2,893-100.0% |