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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $111,367 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 13 · EIN 02-2114630 | Contract Administrator | $82,409 |
MARATHON ASSET MANAGEMENT6+ years Service code 28 · EIN 04-3216124 | Investment Management | $44,308 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $24,928 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $22,271 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY LLC Service code 28 · EIN 04-2755549 | Investment Management | $6,857 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $2,822,362-100.0% | $247,190-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.6%-0.6pp |
| Annual return | 10.87% | 8.15%+2.7pp | 7.87%+3.0pp | 11.45%-0.6pp |
| Employer contribution / active EE | $36,693 | $17,725+107.0% | $31,784+15.4% | $17,219+113.1% |
| Participant deferral / active EE | $0 | $1,144-100.0% | $241-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $240,514-100.0% | $15,480-100.0% |