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 |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 24 · EIN 22-1146430 | Discretionary Trustee | $442,692 |
PNC BANK, N.A.1+ years Filed as: PNC REALTY INVESTORS INC Service code 24 · EIN 22-1146430 | Discretionary Trustee | $281,141 |
NATIONAL INVESTMENT SERVICES1+ years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $248,463 |
HEXAVEST INC.1+ years Filed as: HEXAVEST, INC Service code 28 · EIN 27-4751991 | Investment Management | $217,873 |
JENNINGS SIGMOND P.C.1+ years Service code 29 · EIN 23-2025670 | Legal | $202,849 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $149,330 |
VITECH SYSTEMS GROUP1+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $124,416 |
ULLICO1+ years Service code 28 · EIN 13-1423090 | Investment Management | $87,676 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $80,295 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $68,957 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,651-100.0% | $75,784-100.0% | $69,651-100.0% |
| Participation rate | 0.0% | 66.6%-66.6pp | 75.8%-75.8pp | 66.6%-66.6pp |
| Annual return | 5.56% | 53.77%-48.2pp | 9.68%-4.1pp | 53.77%-48.2pp |
| Employer contribution / active EE | $3,426 | $2,241+52.9% | $3,323+3.1% | $2,241+52.9% |
| Participant deferral / active EE | $0 | $3,635-100.0% | $3,652-100.0% | $3,635-100.0% |
| Admin fee / account holder | $0 | $63-100.0% | $5,300-100.0% | $63-100.0% |