Filed August 29, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC BANK NA Service code 21 · EIN 25-1211909 | Bank Trustee | $172,240 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $68,463 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 13 · EIN 13-5581829 | Contract Administrator | $21,579 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: SSGA FUNDS MANAGEMENT INC Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $1,662 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $83,167-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 77.9%-77.9pp | 4.3%-4.3pp |
| Annual return | -2.78% | 2.81%-5.6pp | -0.37%-2.4pp | 2.81%-5.6pp |
| Employer contribution / active EE | $12,692 | $16,358-22.4% | $27,460-53.8% | $16,358-22.4% |
| Participant deferral / active EE | $0 | $775-100.0% | $1,021-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,063-100.0% | $1,639-100.0% |