Filed July 19, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL8 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $50,022 |
THE VANGUARD GROUP, INC.8 years Filed as: VANGUARD ADVISORS INC. Service code 50 · EIN 23-2811930 | Direct Payment | $32,309 |
CONRAD SIEGEL1 year Filed as: CONRAD SIEGEL INVESTMENT ADVISORS Service code 27 · EIN 01-0726056 | Advisory (Plan) | $28,151 |
BLACKROCK1 year Filed as: BLACKROCK INC Service code 28 40 E 52ND ST · NEW YORK, NY 10022 | Investment Management | $10,022 |
Filed as: CHARLES SCHWAB & CO Service code 19 · EIN 94-1737782 | Securities Custodian | $8,719 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 21 · EIN 23-1945930 | Bank Trustee | $4,148 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-2186884 | Recordkeeping | $3,492 |
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Annual investment return 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 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | -2.46% | 9.98%-12.4pp | 9.14%-11.6pp | 8.21%-10.7pp |
| Employer contribution / active EE | $0 | $11,917-100.0% | $40,523-100.0% | $13,837-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |