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.6+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 25-1211909 | Securities Custodian | $803,587 |
LOOMIS SAYLES1 year Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $165,054 |
MERCER1 year Service code 17 · EIN 13-2834414 | Pension Consulting | $119,167 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE CONSULTING LLC Service code 11 · EIN 06-1454513 | Actuarial | $117,531 |
DEMARCHE ASSOCIATES, INC.4 years Filed as: DEMARCHE ASSOCIATES INC Service code 27 · EIN 43-1493130 | Advisory (Plan) | $39,950 |
SIKICH LLP3 years Filed as: SIKICH Service code 10 · EIN 36-3168081 | Accounting | $9,200 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 16.29% | 12.77%+3.5pp | 90.61%-74.3pp | 12.86%+3.4pp |
| Employer contribution / active EE | $0 | $8,963-100.0% | $32,730-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |