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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL5 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $29,142 |
CANNON WRIGHT BLOUNT5 years Service code 10 756 RIDGE LAKE BLVD. · MEMPHIS, TN 38120 | Accounting | $27,000 |
CONRAD SIEGEL1 year Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $15,045 |
Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Filed as: FIDELITY SELECTCO LLC Service code 28 | Investment Management | $0 |
Filed as: FIDELITY SELECTCO, LLC Service code 28 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Investment Management | $0 |
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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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 | $54,060-100.0% | $54,060-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 3.3%-3.3pp | 37.6%-37.6pp |
| Annual return | 4.13% | 7.73%-3.6pp | 36.37%-32.2pp | 9.30%-5.2pp |
| Employer contribution / active EE | $0 | $59,889-100.0% | $37,223-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $568-100.0% | $12,596-100.0% |