Filed March 1, 2005 (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 |
|---|---|---|
CONRAD SIEGEL2 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $7,392 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 | Securities Custodian | $0 |
DIMENSIONAL FUND ADVISORS4+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-2264646 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,461 | $55,790+58.6% | $76,667+15.4% | $67,582+30.9% |
| Participation rate | 86.7% | 71.1%+15.6pp | 72.1%+14.6pp | 71.3%+15.4pp |
| Annual return | 10.81% | 64.45%-53.6pp | 1166.74%-1155.9pp | 378.57%-367.8pp |
| Employer contribution / active EE | $713 | $1,810-60.6% | $2,303-69.0% | $2,148-66.8% |
| Participant deferral / active EE | $2,714 | $2,875-5.6% | $3,336-18.6% | $3,539-23.3% |
| Admin fee / account holder | $25 | $159-84.5% | $6,423-99.6% | $142-82.6% |