Filed August 1, 2001
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES8 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $107,942 |
PNC BANK, N.A.9+ years Filed as: PNC BANK NA Service code 21 · EIN 25-1211909 | Bank Trustee | $28,522 |
Filed as: INCOME RESEARCH & MANAGEMENT INC Service code 27 | Advisory (Plan) | $24,697 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 3.90% | 3.90%0pp | 8.61%-4.7pp | 8.76%-4.9pp |
| Employer contribution / active EE | $0 | $12,005-100.0% | $33,046-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |