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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL2 years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $22,103 |
CONRAD SIEGEL6 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $15,633 |
DIMENSIONAL FUND ADVISORS2 years 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 |
MORGAN STANLEY SMITH BARNEY2 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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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,081-100.0% | $53,690-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.4%-44.4pp |
| Annual return | -13.46% | 0.10%-13.6pp | -4.80%-8.7pp | -14.65%+1.2pp |
| Employer contribution / active EE | $0 | $45,650-100.0% | $30,897-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |