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.
| 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 |
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% |