Filed March 21, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC Service code 26 · EIN 25-1211909 | Advisory (Participants) | $173,112 |
INTEGRITY ASSET MANAGEMENT1+ years Filed as: INTEGRITY ASSET MANAGEMENT LLC Service code 21 · EIN 86-1063006 | Bank Trustee | $111,716 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $95,085 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 26-0516431 | Advisory (Plan) | $61,000 |
RUSSELL TRUST COMPANY1+ years Filed as: RUSSELL INVESTMENTS Service code 20 · EIN 94-3127830 | Trustee (individual) | $29,314 |
SISTERSON & CO. LLP1+ years Filed as: SISTERSON AND COMPANY LLP Service code 10 · EIN 25-1467156 | Accounting | $10,400 |
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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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -2.47% | -1.23%-1.2pp | -3.43%+1.0pp | 1.67%-4.1pp |
| Employer contribution / active EE | $8,993 | $11,541-22.1% | $25,607-64.9% | $10,506-14.4% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |