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 |
|---|---|---|
CANYON PARTNERS2 years Filed as: CANYON PARTNERS LLC Service code 28 · EIN 95-4665514 | Investment Management | $1,323,652 |
JENNINGS SIGMOND P.C.3+ years Service code 29 · EIN 23-2025670 | Legal | $1,300,890 |
THE RETIREMENT ADVANTAGE INC3+ years Filed as: INTL UNION OF PAINTERS & ALLIED TRA Service code 49 · EIN 35-0198600 | Other Services | $1,208,495 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 24 · EIN 22-1146430 | Discretionary Trustee | $1,076,676 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON INVESTMENT MGT LTD Service code 28 | Investment Management | $940,658 |
VITECH SYSTEMS GROUP3+ years Filed as: VITECH SYSTEMS GROUP INC Service code 15 · EIN 13-3785492 | Recordkeeping | $920,941 |
WALTER SCOTT & PARTNERS LIMITED3+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $879,855 |
NEUBERGER BERMAN3+ years Filed as: NEUBERGER BERMAN LLC Service code 27 · EIN 13-5521910 | Advisory (Plan) | $758,958 |
PNC BANK, N.A.3+ years Filed as: PNC REALTY INVESTORS INC Service code 28 · EIN 22-1146430 | Investment Management | $705,127 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $673,308 |
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 | $14,491,905-100.0% | $184,886-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 47.1%-47.1pp | 5.3%-5.3pp |
| Annual return | 16.47% | 1057.21%-1040.7pp | 8.32%+8.2pp | 1057.21%-1040.7pp |
| Employer contribution / active EE | $8,329 | $14,374-42.1% | $30,793-73.0% | $14,374-42.1% |
| Participant deferral / active EE | $0 | $351-100.0% | $90-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $2,802-100.0% | $81,210-100.0% |