Filed August 30, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FNB WEALTH MANAGEMENT6 years Service code 21 125 NORTH STATE ST · CLARKS SUMMIT, PA 18411 | Bank Trustee | $43,602 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Bank Trustee | $22,333 |
CONRAD SIEGEL8 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $12,875 |
STAMBAUGH NESS PC10+ years Filed as: STAMBAUGH NESS, PC Service code 10 · EIN 23-2846715 | Accounting | $6,000 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 28 · EIN 42-1520346 | 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 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 5.07% | 7.22%-2.2pp | 6.70%-1.6pp | 8.21%-3.1pp |
| Employer contribution / active EE | $4,211 | $12,542-66.4% | $25,217-83.3% | $13,841-69.6% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |