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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% | $328,120-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 9.1%-9.1pp | 34.1%-34.1pp |
| Annual return | -34.66% | -1.64%-33.0pp | 4.11%-38.8pp | 13.02%-47.7pp |
| Employer contribution / active EE | $0 | $31,130-100.0% | $20,922-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $39,117-100.0% | - | $39,117-100.0% |