Filed April 30, 2009 (most recent of 3 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 |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 21 · EIN 25-1146430 | Bank Trustee | $407,435 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 14 · EIN 13-3954297 | Plan Administrator | $159,383 |
COWDEN ASSOCIATES, INC.2+ years Service code 11 · EIN 25-1750131 | Actuarial | $26,603 |
ANDCO CONSULTING2+ years Filed as: ANDCO CONSULTING, LLC Service code 17 · EIN 59-3676225 | Pension Consulting | $20,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 6.72% | 79.68%-73.0pp | 16.78%-10.1pp | 23.90%-17.2pp |
| Employer contribution / active EE | $12,225 | $21,735-43.8% | $26,328-53.6% | $16,539-26.1% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |