Filed April 28, 1997 (most recent of 2 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 |
|---|---|---|
PENSION ASSURANCE LLP4+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 99 · EIN 52-1042410 | Other Fees | $957,567 |
HEWITT ASSOCIATES LLC4+ years Filed as: HEWITT ASSOCIATES Service code 16 · EIN 36-2235791 | Consulting | $602,714 |
PNC BANK, N.A.1 year Filed as: PNC Service code 99 | Other Fees | $301,593 |
THE BANK OF NEW YORK MELLON4+ years Service code 28 · EIN 25-1755061 | Investment Management | $68,414 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 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 | $192,869-100.0% | $192,869-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 59.0%-59.0pp | 36.2%-36.2pp | 46.4%-46.4pp |
| Annual return | -92.99% | -0.47%-92.5pp | -0.77%-92.2pp | -82.67%-10.3pp |
| Employer contribution / active EE | $0 | $34,803-100.0% | $29,514-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $36-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $42,257-100.0% | $42,257-100.0% | $11,204-100.0% |