Filed September 8, 2009 (most recent of 2 filings on file)
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 |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $270,047 |
PNC BANK, N.A.1+ years Filed as: PNC CAPITAL ADVISORS Service code 28 · EIN 22-1146430 | Investment Management | $114,890 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485529 | Advisory (Plan) | $78,650 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST COMPANY Service code 21 1100 N MARKET STREET · WILMINGTON, DE 19890 | Bank Trustee | $55,065 |
D. F. DENT & COMPANY, INC.1+ years Filed as: DF DENT & COMPANY Service code 28 · EIN 52-1045317 | Investment Management | $53,475 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $46,436 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $41,142 |
FSTC BANK1+ years Service code 71 · EIN 13-3124172 | Brokerage Fees | $25,992 |
HARBOR INTERNATIONAL1+ years Service code 28 · EIN 34-1570746 | Investment Management | $23,663 |
DODGE & COX1+ years Filed as: DODGE & COX INTERNATIONAL Service code 28 · EIN 94-3390852 | Investment Management | $21,264 |
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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.
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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -0.78% | -0.96%+0.2pp | -2.01%+1.2pp | -0.60%-0.2pp |
| Employer contribution / active EE | $8,368 | $6,828+22.6% | $34,453-75.7% | $12,272-31.8% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |