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.4+ years Filed as: PNC BANK Service code 21 · EIN 25-1146430 | Bank Trustee | $482,804 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 15 · EIN 22-2232264 | Recordkeeping | $132,129 |
BUCK GLOBAL, LLC2 years Service code 14 · EIN 13-3954297 | Plan Administrator | $66,159 |
ANDCO CONSULTING4+ years Filed as: ANDCO CONSULTING, LLC Service code 17 · EIN 59-3676225 | Pension Consulting | $64,167 |
COWDEN ASSOCIATES, INC.2 years Filed as: COWDEN ASSOCIATES, INC Service code 11 · EIN 25-1750131 | Actuarial | $52,371 |
GOFF BACKA ALFERA & COMPANY2 years Filed as: GOFF BACKA ALFERA AND COMPANY, LLC Service code 10 · EIN 25-1871184 | Accounting | $15,088 |
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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.
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 4.03% | 221.56%-217.5pp | 29.77%-25.7pp | 53.27%-49.2pp |
| Employer contribution / active EE | $16,797 | $12,096+38.9% | $33,607-50.0% | $14,774+13.7% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |