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.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 | Bank Trustee | $1,179,439 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE CONSULTING LLC Service code 11 · EIN 06-1454513 | Actuarial | $218,491 |
DEMARCHE ASSOCIATES, INC.2 years Filed as: DEMARCHE ASSOCIATES INC Service code 28 · EIN 43-1493130 | Investment Management | $39,950 |
SIKICH LLP1 year Filed as: SIKICH Service code 11 · EIN 36-3168081 | Actuarial | $14,700 |
INSTINET4+ years Service code 33 · EIN 13-2625132 | Securities brokerage | $7,241 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN SECURITIES INC Service code 33 · EIN 13-3299429 | Securities brokerage | $5,473 |
CREDIT SUISSE1 year Filed as: CREDIT SUISSE FIRST BOSTON LLC Service code 33 · EIN 13-3442768 | Securities brokerage | $5,047 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -3.16% | 9.64%-12.8pp | -102.03%+98.9pp | 33.37%-36.5pp |
| Employer contribution / active EE | $0 | $8,034-100.0% | $36,229-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $572-100.0% | $48-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |