Filed March 17, 1
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 |
|---|---|---|
PNC BANK, N.A.1 year Filed as: PNC CAPITAL ADVISORS Service code 51 · EIN 22-1146430 | Investment Mgmt Fees | $128,077 |
BUCK GLOBAL, LLC1 year Filed as: BUCK Service code 11 420 LEXINGTON AVE, SUITE 2220 · NEW YORK, NY 10170 | Actuarial | $63,326 |
MARATHON ASSET MANAGEMENT4+ years Service code 51 | Investment Mgmt Fees | $41,346 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 51 · EIN 20-8058531 | Investment Mgmt Fees | $22,037 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 18 · EIN 36-1561860 | Trustee (bank, trust company, or simi... | $20,874 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $18,812 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $18,450 |
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO. Service code 18 · EIN 35-0472300 | Custodial (other than securities) | $5,410 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | -10.02% | -1.84%-8.2pp | -0.67%-9.4pp | 0.19%-10.2pp |
| Employer contribution / active EE | $21,952 | $15,717+39.7% | $31,731-30.8% | $13,763+59.5% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |