Filed November 9, 2005 (most recent of 5 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 |
|---|---|---|
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $68,132 |
FULTON FINANCIAL ADVISORS2+ years Service code 25 · EIN 23-3037647 | Directed Trustee | $9,588 |
GROOM LAW GROUP2+ years Service code 29 · EIN 52-1219029 1701 PENNSYLVANIA AVENUE, NW · WASHINGTON, DC 20006 | Legal | $7,632 |
AQR CAPITAL MANAGEMENT LLC2+ years Service code 28 TWO GREEWICH PLAZA,3RD FLOOR · GREENWICH, CT 06830 | Investment Management | $0 |
GAMCO ASSET MANAGEMENT1 year Filed as: BAMCO INC Service code 28 · EIN 13-3122938 | Investment Management | $0 |
CAUSEWAY CAPITAL MANAGEMENT LLC2+ years Filed as: CAUSEWAY CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4861680 | Investment Management | $0 |
DIAMOND HILL2+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-6547095 | Investment Management | $0 |
EDGEWOOD MANAGEMENT LLC2+ years Service code 28 535 MADISON AVENUE, 15 FL · NEW YORK, NY 10022 | Investment Management | $0 |
FEDERATED2+ years Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 · EIN 25-1111467 | Investment Management | $0 |
FORWARD MANAGEMENT, LLC1 year Service code 28 · EIN 23-2696899 | Investment Management | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 2.04% | 5.80%-3.8pp | 4.74%-2.7pp | 11.88%-9.8pp |
| Employer contribution / active EE | $17,422 | $15,506+12.4% | $36,089-51.7% | $14,612+19.2% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |