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.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 24 · EIN 22-1146430 | Discretionary Trustee | $597,884 |
NATIONAL INVESTMENT SERVICES3+ years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $450,849 |
PNC BANK, N.A.3+ years Filed as: PNC REALTY INVESTORS INC Service code 24 · EIN 22-1146430 | Discretionary Trustee | $396,932 |
HEXAVEST INC.3+ years Filed as: HEXAVEST, INC Service code 28 · EIN 27-4751991 | Investment Management | $256,667 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $213,932 |
JENNINGS SIGMOND P.C.3+ years Service code 29 · EIN 23-2025670 | Legal | $177,183 |
VITECH SYSTEMS GROUP3+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $138,062 |
LINEA SOLUTIONS3+ years Filed as: LINEA SOLUTIONS INC Service code 15 · EIN 95-4723968 | Recordkeeping | $98,456 |
ULLICO3+ years Service code 28 · EIN 13-1423090 | Investment Management | $92,698 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $91,687 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,765 | $54,788-56.6% | $92,240-74.2% | $80,976-70.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 76.5%+23.5pp | 68.3%+31.7pp |
| Annual return | 5.89% | 13.07%-7.2pp | 176.29%-170.4pp | 22.91%-17.0pp |
| Employer contribution / active EE | $3,427 | $3,430-0.1% | $3,680-6.9% | $2,402+42.7% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,897-100.0% | $3,848-100.0% |
| Admin fee / account holder | $127 | $96+32.9% | $5,194-97.5% | $67+88.9% |