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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS3+ years Service code 17 · EIN 23-3037647 | Pension Consulting | $107,286 |
CONRAD SIEGEL1 year Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $53,961 |
FEDERATED3+ years Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 · EIN 25-1111467 | Investment Management | $3,674 |
BLACKROCK1 year Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
Filed as: JOHN HANCOCK ADVISORS, LLC Service code 28 PO BOX 55913 · BOSTON, MA 022055913 | Investment Management | $0 |
NUVEEN3+ years Filed as: NGAM ADVISORS, L.P. Service code 28 | Investment Management | $0 |
Filed as: PRINCIPAL MANAGEMENT CORP Service code 28 · EIN 42-1520346 | Investment Management | $0 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 28 ONE LINCOLN CENTER · BOSTON, MA 02211 | Investment Management | $0 |
REAMS ASSET MANAGEMENT1 year Filed as: UMB FUND SERVICES Service code 28 235 W GALENA ST · MILWAUKEE, WI 53212 | 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 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 | $1,723,788-100.0% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 10.59% | 11.50%-0.9pp | 337.46%-326.9pp | 23.90%-13.3pp |
| Employer contribution / active EE | $5,294 | $12,608-58.0% | $20,191-73.8% | $16,539-68.0% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |