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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL9 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $79,510 |
FULTON FINANCIAL ADVISORS11+ years Service code 17 · EIN 23-3037647 | Pension Consulting | $24,206 |
RKL LLP1 year Service code 10 1800 FRUITVILLE PIKE · LANCASTER, PA 17601 | Accounting | $19,656 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $280,286-100.0% | $280,286-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 11.1%-11.1pp | 31.0%-31.0pp |
| Annual return | -34.66% | -3.86%-30.8pp | 3.16%-37.8pp | 14.18%-48.8pp |
| Employer contribution / active EE | $0 | $32,936-100.0% | $21,438-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $68-100.0% |
| Admin fee / account holder | $0 | $17,688-100.0% | - | $17,688-100.0% |