Filed March 21, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Filed as: PNC Service code 26 · EIN 25-1211909 | Advisory (Participants) | $175,305 |
INTEGRITY ASSET MANAGEMENT3+ years Filed as: INTEGRITY ASSET MANAGEMENT LLC Service code 21 · EIN 86-1063006 | Bank Trustee | $77,766 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $69,230 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 26-0516431 | Advisory (Plan) | $62,000 |
RUSSELL TRUST COMPANY3+ years Filed as: RUSSELL INVESTMENTS Service code 20 · EIN 94-3127830 | Trustee (individual) | $38,228 |
SISTERSON & CO. LLP3+ years Filed as: SISTERSON AND COMPANY LLP Service code 10 · EIN 25-1467156 | Accounting | $10,800 |
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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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 12.51% | 15.82%-3.3pp | 16.78%-4.3pp | 17.84%-5.3pp |
| Employer contribution / active EE | $8,489 | $19,885-57.3% | $26,328-67.8% | $14,688-42.2% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |