Filed March 21, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.5+ years Filed as: PNC Service code 21 · EIN 25-1211909 | Bank Trustee | $245,923 |
STATE STREET GLOBAL ADVISORS5+ years Service code 27 · EIN 04-1867445 | Advisory (Plan) | $104,789 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 26-0516431 | Advisory (Plan) | $32,500 |
VICTORY2 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 27 · EIN 13-2700161 | Advisory (Plan) | $11,892 |
SISTERSON & CO. LLP5+ years Filed as: SISTERSON AND COMPANY LLP Service code 10 · EIN 25-1467156 | Accounting | $11,300 |
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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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 19.84% | 221.56%-201.7pp | 29.77%-9.9pp | 53.27%-33.4pp |
| Employer contribution / active EE | $10,204 | $12,096-15.6% | $33,607-69.6% | $14,774-30.9% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |