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.
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 24 · EIN 22-1146430 | Discretionary Trustee | $574,911 |
NATIONAL INVESTMENT SERVICES2+ years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $422,867 |
PNC BANK, N.A.2+ years Filed as: PNC REALTY INVESTORS INC Service code 24 · EIN 22-1146430 | Discretionary Trustee | $379,347 |
HEXAVEST INC.2+ years Filed as: HEXAVEST, INC Service code 28 · EIN 27-4751991 | Investment Management | $229,841 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $196,465 |
JENNINGS SIGMOND P.C.2+ years Service code 29 · EIN 23-2025670 | Legal | $182,703 |
LINEA SOLUTIONS2+ years Filed as: LINEA SOLUTIONS INC Service code 15 · EIN 95-4723968 | Recordkeeping | $92,009 |
ULLICO2+ years Service code 28 · EIN 13-1423090 | Investment Management | $90,222 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $88,546 |
VITECH SYSTEMS GROUP2+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $86,933 |
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 | $51,897-100.0% | $84,753-100.0% | $329,111-100.0% |
| Participation rate | 0.0% | 73.2%-73.2pp | 76.6%-76.6pp | 67.9%-67.9pp |
| Annual return | 2.72% | 11.82%-9.1pp | 22.78%-20.1pp | 16.35%-13.6pp |
| Employer contribution / active EE | $3,423 | $3,022+13.3% | $3,574-4.2% | $2,303+48.6% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $3,712-100.0% | $3,682-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,333-100.0% | $754-100.0% |