Filed June 8, 2009 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CADARET GRANT & CO INC1 year Service code 26 1525 OREGON PIKE, STE 1902 · LANCASTER, PA 176014378 | Advisory (Participants) | $47,534 |
WALZ GROUP2+ years Service code 10 PO BOX 5555 · LANCASTER, PA 176065555 | Accounting | $16,855 |
MARKLEY ACTUARIAL SERVICES, INC.2+ years Filed as: MARKLEY ACTUARIAL SERVICES INC Service code 16 · EIN 23-2439467 26-28 WEST KING ST, STE 202 · LANCASTER, PA 17603 | Consulting | $16,450 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $3,495 |
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 | $116,823 | $57,921+101.7% | $84,753+37.8% | $57,658+102.6% |
| Participation rate | 98.4% | 72.9%+25.5pp | 76.6%+21.8pp | 70.2%+28.2pp |
| Annual return | 9.54% | 10.24%-0.7pp | 22.78%-13.2pp | 5.13%+4.4pp |
| Employer contribution / active EE | $7,679 | $2,598+195.6% | $3,574+114.8% | $1,974+289.1% |
| Participant deferral / active EE | $4,488 | $2,742+63.7% | $3,712+20.9% | $3,061+46.6% |
| Admin fee / account holder | $74 | $130-42.6% | $5,333-98.6% | $95-21.2% |