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.7+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 24 · EIN 22-1146430 | Discretionary Trustee | $467,371 |
NATIONAL INVESTMENT SERVICES7+ years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 84-3937993 | Investment Management | $360,335 |
PNC BANK, N.A.7+ years Filed as: PNC REALTY INVESTORS INC Service code 24 · EIN 22-1146430 | Discretionary Trustee | $300,208 |
BLUE ROCK ADVISORS LLC3 years Service code 28 · EIN 37-1797550 | Investment Management | $226,926 |
JENNINGS SIGMOND P.C.7+ years Service code 29 · EIN 23-2025670 | Legal | $202,582 |
Filed as: WALTER SCOTT Service code 28 | Investment Management | $177,044 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $165,074 |
NEPC, LLC7+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $161,149 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $154,663 |
MAUDELINE QUARRIE4 years Service code 30 · EIN 52-6073909 | Employee (plan); Other services | $115,973 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,283 | $65,673-40.2% | $109,173-64.0% | $106,520-63.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 75.9%+24.1pp | 71.3%+28.7pp |
| Annual return | 14.71% | 15.69%-1.0pp | 25.75%-11.0pp | 19.28%-4.6pp |
| Employer contribution / active EE | $4,147 | $4,042+2.6% | $3,723+11.4% | $2,840+46.0% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,654-100.0% | $4,948-100.0% |
| Admin fee / account holder | $181 | $107+69.2% | $6,755-97.3% | $75+143.0% |