Filed July 12, 2006 (most recent of 2 filings on file)
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.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $143,613 |
HOGANTAYLOR LLP2+ years Filed as: HOGANTAYLOR Service code 10 · EIN 73-1413977 | Accounting | $11,500 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,984 | $38,833-71.7% | $78,775-86.1% | $77,958-85.9% |
| Participation rate | 86.6% | 60.9%+25.6pp | 69.2%+17.4pp | 71.6%+14.9pp |
| Annual return | 14.31% | 20.31%-6.0pp | 35.62%-21.3pp | 20.87%-6.6pp |
| Employer contribution / active EE | $0 | $840-100.0% | $1,986-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $793 | $1,776-55.4% | $2,958-73.2% | $3,537-77.6% |
| Admin fee / account holder | $72 | $89-18.9% | $5,132-98.6% | $97-25.9% |