Filed July 10, 2017
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.1+ years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 | Bank Trustee | $50,403 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 28 · EIN 13-3040307 | Investment Management | $36,015 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: LIGHTHOUSE INVESTMENT PARTNERS, LLC Service code 28 · EIN 20-3528185 | Investment Management | $28,485 |
RIVERVIEW RESEARCH LLC1+ years Filed as: RIVERVIEW RESEARCH Service code 27 · EIN 26-4637003 | Advisory (Plan) | $22,500 |
C.S. MCKEE, L.P.1+ years Service code 28 · EIN 25-1900687 | Investment Management | $12,030 |
AMERICAN FUNDS1+ years Filed as: ALPINE CAPITAL RESEARCH Service code 28 · EIN 81-4872049 | Investment Management | $10,500 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $6,471 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-6597294 | Investment Management | $5,594 |
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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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 1.18% | 5.09%-3.9pp | 5.00%-3.8pp | 7.18%-6.0pp |
| Employer contribution / active EE | $2,746 | $7,393-62.9% | $35,918-92.4% | $13,095-79.0% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |