Filed March 18, 2006
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 SIEGEL2+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $44,305 |
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $32,224 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $13,112 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
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 | $62,544 | $71,802-12.9% | $133,975-53.3% | $57,658+8.5% |
| Participation rate | 94.1% | 85.5%+8.6pp | 87.1%+7.0pp | 70.2%+23.9pp |
| Annual return | 14.29% | 13.51%+0.8pp | 29.29%-15.0pp | 5.13%+9.2pp |
| Employer contribution / active EE | $2,172 | $3,161-31.3% | $5,211-58.3% | $1,974+10.1% |
| Participant deferral / active EE | $3,046 | $4,606-33.9% | $6,282-51.5% | $3,061-0.5% |
| Admin fee / account holder | $214 | $88+144.6% | $9,324-97.7% | $95+126.8% |