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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL3 years Service code 11 · EIN 01-0726056 | Actuarial | $24,782 |
CONRAD SIEGEL5+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $11,750 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. Service code 19 · EIN 94-1737782 | Securities Custodian | $4,734 |
Filed as: FIDELITY INVESTMENTS Service code 28 245 SUMMER STREET · BOSTON, MA 02210 | Investment Management | $0 |
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Annual investment return 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 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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 3.76% | 9.93%-6.2pp | -2.84%+6.6pp | 9.29%-5.5pp |
| Employer contribution / active EE | $7,208 | $11,565-37.7% | $33,329-78.4% | $15,168-52.5% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |