Filed June 13, 2016 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $96,700 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $40,192 |
HUNTINGTON NATIONAL BANK5+ years Service code 28 · EIN 31-0966785 | Investment Management | $18,152 |
PNC BANK, N.A.5+ years Filed as: PNC CAPITAL ADVISORS, LLC Service code 28 · EIN 27-0640560 | Investment Management | $8,139 |
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 | $212,470-100.0% | $428,620-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 52.4%-52.4pp | 46.0%-46.0pp | 47.3%-47.3pp |
| Annual return | 18.85% | 21.43%-2.6pp | 20.73%-1.9pp | 12.16%+6.7pp |
| Employer contribution / active EE | $613,101 | $39,472+1453.2% | $36,503+1579.6% | $44,747+1270.2% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |