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.8+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 25-1211909 | Securities Custodian | $727,758 |
MERCER3 years Service code 17 · EIN 13-2834414 | Pension Consulting | $487,699 |
DELOITTE & TOUCHE LLP6 years Filed as: DELOITTE CONSULTING LLC Service code 11 · EIN 06-1454513 | Actuarial | $78,513 |
Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $72,646 |
DEMARCHE ASSOCIATES, INC.6 years Filed as: DEMARCHE ASSOCIATES INC Service code 27 · EIN 43-1493130 | Advisory (Plan) | $44,789 |
LOOMIS SAYLES3 years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $31,981 |
SIKICH LLP5 years Filed as: SIKICH Service code 10 · EIN 36-3168081 | Accounting | $9,950 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -20.36% | -2.41%-18.0pp | -38.86%+18.5pp | 23.41%-43.8pp |
| Employer contribution / active EE | $0 | $7,691-100.0% | $37,756-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |