Filed October 18, 2004
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+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 | Bank Trustee | $1,614,301 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON OPPORTUNISTIC Service code 28 · EIN 04-2755549 | Investment Management | $283,772 |
CHILTON CAPITAL MANAGEMENT LLC1+ years Filed as: CHILTON CAPITAL MANAGEMENT Service code 28 · EIN 76-0488937 | Investment Management | $166,969 |
INSTINET1+ years Service code 33 · EIN 13-2625132 | Securities brokerage | $20,195 |
JP MORGAN SECURITIES LLC1+ years Filed as: JP MORGAN SECURITIES INC. Service code 33 · EIN 13-3299429 | Securities brokerage | $16,650 |
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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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -0.55% | 4.01%-4.6pp | -2.01%+1.5pp | 1.67%-2.2pp |
| Employer contribution / active EE | $3,403 | $6,352-46.4% | $34,453-90.1% | $10,506-67.6% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |