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 |
|---|---|---|
MICHELLE OCHOCINSKI1 year Filed as: MICHELLE HUDSON Service code 30 · EIN 52-6073909 | Other services; Employee (plan) | $526,073,909 |
PNC BANK, N.A.6+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 24 · EIN 22-1146430 | Discretionary Trustee | $458,596 |
NATIONAL INVESTMENT SERVICES6+ years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $335,363 |
PNC BANK, N.A.6+ years Filed as: PNC REALTY INVESTORS INC Service code 24 · EIN 22-1146430 | Discretionary Trustee | $296,676 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $237,199 |
JENNINGS SIGMOND P.C.6+ years Service code 29 · EIN 23-2025670 | Legal | $218,438 |
BLUE ROCK ADVISORS LLC2 years Service code 28 · EIN 37-1797550 | Investment Management | $217,287 |
NEPC, LLC6+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $198,869 |
MAUDELINE QUARRIE3 years Service code 30 · EIN 52-6073909 | Employee (plan); Other services | $113,991 |
ULLICO6+ years Service code 28 · EIN 13-1423090 | Investment Management | $110,731 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,519 | $52,155-35.7% | $101,275-66.9% | $106,273-68.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | 6.89% | 13.07%-6.2pp | 46.46%-39.6pp | 21.70%-14.8pp |
| Employer contribution / active EE | $3,818 | $3,414+11.8% | $3,660+4.3% | $2,722+40.2% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,601-100.0% |
| Admin fee / account holder | $164 | $102+61.7% | $5,948-97.2% | $78+109.7% |