Filed March 21, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC Service code 26 · EIN 25-1211909 | Advisory (Participants) | $172,175 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $99,809 |
INTEGRITY ASSET MANAGEMENT2+ years Filed as: INTEGRITY ASSET MANAGEMENT LLC Service code 21 · EIN 86-1063006 | Bank Trustee | $78,040 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 26-0516431 | Advisory (Plan) | $45,750 |
RUSSELL TRUST COMPANY2+ years Filed as: RUSSELL INVESTMENTS Service code 20 · EIN 94-3127830 | Trustee (individual) | $27,365 |
SISTERSON & CO. LLP2+ years Filed as: SISTERSON AND COMPANY LLP Service code 10 · EIN 25-1467156 | Accounting | $10,600 |
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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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 7.59% | 6.04%+1.5pp | 5.44%+2.1pp | 9.19%-1.6pp |
| Employer contribution / active EE | $5,948 | $12,925-54.0% | $25,481-76.7% | $12,608-52.8% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |