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.5+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 24 · EIN 22-1146430 | Discretionary Trustee | $619,049 |
PNC BANK, N.A.5+ years Filed as: PNC REALTY INVESTORS INC Service code 24 · EIN 22-1146430 | Discretionary Trustee | $407,271 |
NATIONAL INVESTMENT SERVICES5+ years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $374,421 |
HEXAVEST INC.5+ years Filed as: HEXAVEST, INC Service code 28 · EIN 27-4751991 | Investment Management | $234,838 |
JENNINGS SIGMOND P.C.5+ years Service code 29 · EIN 23-2025670 | Legal | $207,032 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $137,898 |
MAUDELINE QUARRIE2 years Service code 30 · EIN 52-6073909 | Other services; Employee (plan) | $106,753 |
ROTHSCHILD ASSET MANAGEMENT5+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $100,900 |
ULLICO5+ years Service code 28 · EIN 13-1423090 | Investment Management | $99,259 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $92,530 |
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 | $24,256 | $49,105-50.6% | $92,916-73.9% | $89,609-72.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 10.24% | 32.35%-22.1pp | 109.45%-99.2pp | 33.65%-23.4pp |
| Employer contribution / active EE | $4,013 | $3,373+19.0% | $3,654+9.8% | $2,584+55.3% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,238-100.0% | $4,222-100.0% |
| Admin fee / account holder | $114 | $93+22.7% | $5,796-98.0% | $72+58.5% |