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.3+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $159,912 |
HOGANTAYLOR LLP3+ years Filed as: HOGANTAYLOR Service code 10 · EIN 73-1413977 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,367 | $33,780-60.4% | $74,549-82.1% | $75,289-82.2% |
| Participation rate | 60.4% | 62.7%-2.3pp | 69.1%-8.7pp | 72.4%-12.0pp |
| Annual return | 15.24% | -1.24%+16.5pp | 32.54%-17.3pp | -0.04%+15.3pp |
| Employer contribution / active EE | $0 | $845-100.0% | $1,961-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $728 | $1,890-61.5% | $3,108-76.6% | $3,739-80.5% |
| Admin fee / account holder | $83 | $86-4.0% | $5,059-98.4% | $102-19.0% |