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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL1 year Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $117,925 |
FULTON FINANCIAL ADVISORS2+ years Service code 16 · EIN 23-1924821 | Consulting | $37,429 |
WALZ GROUP1 year Service code 10 · EIN 23-2489722 | Accounting | $31,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $118,150-100.0% | $111,575-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.1%-28.1pp | 8.4%-8.4pp | 45.6%-45.6pp |
| Annual return | -4.39% | 34.58%-39.0pp | 18.87%-23.3pp | 4.16%-8.5pp |
| Employer contribution / active EE | $0 | $32,305-100.0% | $19,828-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $68-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $350-100.0% | $262-100.0% | $21,465-100.0% |