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.7+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 25-1211909 | Securities Custodian | $844,570 |
LOOMIS SAYLES2 years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $181,555 |
MERCER2 years Service code 17 · EIN 13-2834414 | Pension Consulting | $130,000 |
DELOITTE & TOUCHE LLP5 years Filed as: DELOITTE CONSULTING LLC Service code 11 · EIN 06-1454513 | Actuarial | $80,718 |
WELLINGTON TRUST COMPANY1 year Service code 51 · EIN 20-0863941 | Investment Mgmt Fees | $46,739 |
DEMARCHE ASSOCIATES, INC.5 years Filed as: DEMARCHE ASSOCIATES INC Service code 27 · EIN 43-1493130 | Advisory (Plan) | $39,950 |
SIKICH LLP4 years Filed as: SIKICH Service code 10 · EIN 36-3168081 | Accounting | $9,350 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | -0.62% | 35.98%-36.6pp | 10.75%-11.4pp | 15.63%-16.3pp |
| Employer contribution / active EE | $0 | $8,396-100.0% | $35,170-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |