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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FRANCIS C MUSSO, CPA Service code 10 2006 MARIETTA AVENUE · LANCASTER, PA 17603 | Accounting | $53,075 |
CONRAD SIEGEL7+ years Service code 11 · EIN 23-1669823 | Actuarial | $38,750 |
TORRILLO & ASSOCIATES, LLC7+ years Service code 10 · EIN 83-0414789 | Accounting | $32,000 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 21 · EIN 27-7085274 | Bank Trustee | $16,237 |
DIMENSIONAL FUND ADVISORS7+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Filed as: FIDELITY BROKERAGE SERVICES LLC Service code 28 900 SALEM ST · SMITHFIELD, RI 02917 | Investment Management | $0 |
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 | $136,833-100.0% | $136,833-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 15.4%-15.4pp | 12.5%-12.5pp | 34.1%-34.1pp |
| Annual return | -9.95% | -4.47%-5.5pp | -1.97%-8.0pp | 13.02%-23.0pp |
| Employer contribution / active EE | $0 | $22,284-100.0% | $19,908-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $5,412-100.0% | $39,117-100.0% |