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.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 24 · EIN 22-1146430 | Discretionary Trustee | $633,821 |
PNC BANK, N.A.4+ years Filed as: PNC REALTY INVESTORS INC Service code 24 · EIN 22-1146430 | Discretionary Trustee | $418,836 |
NATIONAL INVESTMENT SERVICES4+ years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $390,047 |
HEXAVEST INC.4+ years Filed as: HEXAVEST, INC Service code 28 · EIN 27-4751991 | Investment Management | $260,245 |
JENNINGS SIGMOND P.C.4+ years Service code 29 · EIN 23-2025670 | Legal | $196,020 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $190,945 |
ROTHSCHILD ASSET MANAGEMENT4+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $97,233 |
ULLICO4+ years Service code 28 · EIN 13-1423090 | Investment Management | $95,548 |
NOVAK FRANCELLA LLC4+ years Service code 10 · EIN 61-1436956 | Accounting | $73,535 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $70,331 |
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 | $20,707 | $49,973-58.6% | $83,831-75.3% | $73,367-71.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.1%+23.9pp | 69.5%+30.5pp |
| Annual return | -2.52% | 0.83%-3.4pp | 850.99%-853.5pp | 173.45%-176.0pp |
| Employer contribution / active EE | $3,156 | $3,293-4.2% | $3,631-13.1% | $2,499+26.3% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $107 | $95+12.2% | $5,479-98.0% | $68+56.3% |