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 |
|---|---|---|
TUCKER ARENSBERG1 year Filed as: TUCKER ARENSBERG PC Service code 29 · EIN 25-1425735 | Legal | $1,288,824 |
NEPC, LLC8+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $1,153,461 |
PNC BANK, N.A.8+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 24 · EIN 22-1146430 | Discretionary Trustee | $773,218 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $729,788 |
VITECH SYSTEMS GROUP8+ years Filed as: VITECH SYSTEMS GROUP INC Service code 49 · EIN 13-3785492 | Other Services | $627,096 |
PNC BANK, N.A.8+ years Filed as: PNC REALTY INVESTORS INC Service code 28 · EIN 22-1146430 | Investment Management | $519,425 |
JENNINGS SIGMOND P.C.8+ years Service code 29 · EIN 23-2025670 | Legal | $480,858 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 | Securities Custodian | $467,085 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $442,138 |
Filed as: BEACHPOINT CAPITAL MANAGMENT LP Service code 28 · EIN 80-0242162 | Investment Management | $424,297 |
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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -8.18% | -5.36%-2.8pp | -5.85%-2.3pp | 7.68%-15.9pp |
| Employer contribution / active EE | $8,334 | $12,163-31.5% | $31,839-73.8% | $9,142-8.8% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |