Filed March 13, 1
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.
| Provider | Service type | Compensation |
|---|---|---|
JENNINGS SIGMOND P.C.2+ years Service code 29 · EIN 23-2025670 | Legal | $1,158,570 |
THE RETIREMENT ADVANTAGE INC2+ years Filed as: INTL UNION OF PAINTERS & ALLIED TRA Service code 49 · EIN 35-0198600 | Other Services | $1,077,730 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 24 · EIN 22-1146430 | Discretionary Trustee | $917,388 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $858,582 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON INVESTMENT MGT LTD Service code 28 | Investment Management | $846,772 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $790,549 |
Filed as: PRUDENTIAL INSURANCE CO OF AMER Service code 28 · EIN 22-1211670 | Investment Management | $708,049 |
RIDGEWORTH2+ years Filed as: KAYNE ANDERSON CAPITAL ADVISORS LP Service code 27 · EIN 95-4486379 | Advisory (Plan) | $662,883 |
CANYON PARTNERS1 year Filed as: CANYON PARTNERS LLC Service code 28 · EIN 95-4665514 | Investment Management | $631,724 |
LINEA SOLUTIONS2+ years Filed as: LINEA SOLUTIONS INC Service code 15 · EIN 95-4723968 | Recordkeeping | $623,029 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $209,859-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 42.7%-42.7pp | 4.2%-4.2pp |
| Annual return | 8.18% | 10.64%-2.5pp | 4.16%+4.0pp | 10.64%-2.5pp |
| Employer contribution / active EE | $7,250 | $11,561-37.3% | $29,966-75.8% | $11,561-37.3% |
| Participant deferral / active EE | $0 | $347-100.0% | $145-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,952-100.0% | $312-100.0% |