Filed March 23, 2001
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 |
|---|---|---|
CHLIC6 years Service code 49 · EIN 06-1059331 PO BOX 644546 · PITTSBURGH, PA 15264 | Other Services | $2,767,060 |
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE, NW · WASHINGTON, DC 20015 | Legal | $1,496,216 |
SCHRODER INVESTMENT MANAGEMENT10+ years Filed as: SCHRODER INVESTMENT MGMT Service code 28 · EIN 13-4064414 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $1,491,984 |
PGIM INVESTMENTS10+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 1000 WINTER STREET · WALTHAM, MA 02351 | Investment Management | $1,414,565 |
Service code 15 · EIN 52-1796473 3700 KOPPERS STREET · BALTIMORE, MD 21227 | Recordkeeping | $1,087,267 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 75 STATE STREET · BOSTON, MA 02109 | Investment Management | $1,008,916 |
THE SEGAL COMPANY8 years Filed as: SEGAL SELECT INSURANCE Service code 22 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10087 | Insurance Broker | $780,289 |
RIVERBRIDGE PARTNERS1 year Filed as: RIVERBRIDGE Service code 28 · EIN 41-1930193 | Investment Management | $694,043 |
T ROWE PRICE RPS INC9 years Filed as: T ROWE PRICE Service code 51 · EIN 52-0556948 PO BOX 64043 · BALTIMORE, MD 21264 | Investment Mgmt Fees | $682,548 |
ARISTOTLE CAPITAL MANAGEMENT4 years Service code 28 ONE FEDERAL STREET, 36TH FLOOR · BOSTON, MA 02110 | Investment Management | $662,368 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 11.21% | 9.75%+1.5pp | 9.03%+2.2pp | 9.75%+1.5pp |
| Employer contribution / active EE | $5,521 | $11,145-50.5% | $26,284-79.0% | $11,145-50.5% |
| Participant deferral / active EE | $0 | $1,161-100.0% | $1-100.0% | $1,161-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |