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.
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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL6 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $56,600 |
FULTON FINANCIAL ADVISORS8+ years Service code 25 · EIN 23-3037647 | Directed Trustee | $36,095 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 1801 MARKET STREET, SUITE 1700 · PHILADELPHIA, PA 19103 | Accounting | $10,000 |
BLACKROCK5 years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
CALAMOS ADVISORS LLC3 years Service code 28 2020 CALAMOS COURT · NAPERVILLE, IL 605632787 | Investment Management | $0 |
DIAMOND HILL8+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 325 JOHN H MCCONNELL BLVD · COLUMBUS, OH 43215 | Investment Management | $0 |
DODGE & COX6 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
EDGEWOOD MANAGEMENT LLC5 years Filed as: EDGEWOOD LLC Service code 28 535 MADISON AVE 15TH FLOOR · NEW YORK, NY 10022 | Investment Management | $0 |
EDGEWOOD MANAGEMENT LLC8+ years Service code 28 | Investment Management | $0 |
FEDERATED4 years Filed as: FEDERATED HERMES Service code 28 · EIN 25-1111467 | Investment Management | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | -12.32% | -12.85%+0.5pp | -3.21%-9.1pp | -5.25%-7.1pp |
| Employer contribution / active EE | $0 | $16,520-100.0% | $46,051-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |