Filings through .
3 of 17 flags tripped on the 2024 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2024 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$235K in admin expenses.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 by compensation.
| Provider | Compensation |
|---|---|
Service code 13 · EIN 62-1116095 Contract Administrator | $40,800 |
PNC BANK, N.A.10+ years Filed as: PNC WEALTH MANAGEMENT Service code 28 · EIN 22-3952636 Investment Management | $35,464 |
Filed as: HARDMAN JOHNSTON INT'L EQUITY GROUP Service code 28 · EIN 26-6493485 Investment Management | $30,508 |
Filed as: J.P MORGAN CHASE BANK Service code 24 · EIN 13-4994650 Discretionary Trustee | $19,743 |
LAPADULA CARLSON & CO3 years Filed as: LAPADULA CARLSON & CO. Service code 10 · EIN 65-0292391 Accounting | $18,083 |
FOUNDRY PARTNERS10+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 Investment Management | $17,050 |
Filed as: INVESTMENT PERFORMANCE SERVICE Service code 17 · EIN 58-2432390 Pension Consulting | $13,000 |
DANA INVESTMENT ADVISORS1 year Filed as: DANA INVESTMENT ADVISORS, INC. Service code 28 · EIN 39-1512278 Investment Management | $11,652 |
BNY MELLON6 years Filed as: THE BANK OF NEW YORK Service code 28 · EIN 81-6243181 Investment Management | $11,059 |
VENABLE LAW FIRM1 year Filed as: VENABLE LAW FIRM, P.A Service code 29 · EIN 59-1824867 Legal | $5,808 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2024 filing.
10 filings · 2015 to 2024