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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PBGC PREMIUM1+ years Filed as: PBGC Service code 49 · EIN 52-1042410 PO BOX 77000 · DETROIT, MI 48277 | Other Services | $3,997,672 |
O'DONOGHUE & O'DONOGHUE1+ years Service code 29 · EIN 53-0120528 4748 WISCONSIN AVE NW · WASHINGTON, DC 20016 | Legal | $1,669,090 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 75 STATE STREET · BOSTON, MA 02109 | Investment Management | $1,467,159 |
BELL ASSET MANAGEMENT LIMITED1+ years Filed as: BELL ASSET MGMT Service code 28 · EIN 04-3412674 | Investment Management | $1,393,535 |
DISCIPLINED GROWTH INVESTORS1+ years Service code 28 · EIN 41-1901273 150 S FIFTH ST · MINNEAPOLIS, MN 55402 | Investment Management | $1,315,546 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK NA Service code 28 · EIN 13-2624428 PO BOX 974958 · DALLAS, TX 75397 | Investment Management | $1,199,381 |
LSV ASSET MANAGEMENT1+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 155 N WACKER DR · CHICAGO, IL 60606 | Investment Management | $1,196,117 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 19 · EIN 22-1146430 PO BOX 856177 · LOUISVILLE, KY 40285 | Securities Custodian | $1,163,722 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 1000 WINTER STREET · WALTHAM, MA 02351 | Investment Management | $1,038,793 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $981,477 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | -1.12% | 7.64%-8.8pp | 4.74%-5.9pp | 10.64%-11.8pp |
| Employer contribution / active EE | $5,106 | $7,500-31.9% | $36,089-85.9% | $11,561-55.8% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |