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 |
|---|---|---|
CGLIC1 year Service code 23 · EIN 06-1059331 10490 LITTLE PATUXENT · COLUMBIA, MD 21044 | Insurance services | $2,185,467 |
O'DONOGHUE & O'DONOGHUE2+ years Service code 29 · EIN 53-0120528 4748 WISCONSIN AVE NW · WASHINGTON, DC 20016 | Legal | $1,699,164 |
BELL ASSET MANAGEMENT LIMITED2+ years Filed as: BELL ASSET MGMT Service code 28 · EIN 04-3412674 | Investment Management | $1,664,754 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 19 · EIN 22-1146430 PO BOX 856177 · LOUISVILLE, KY 40285 | Securities Custodian | $1,396,436 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 75 STATE STREET · BOSTON, MA 02109 | Investment Management | $1,356,471 |
LSV ASSET MANAGEMENT2+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 155 N WACKER DR · CHICAGO, IL 60606 | Investment Management | $1,291,121 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK NA Service code 28 · EIN 13-2624428 PO BOX 974958 · DALLAS, TX 75397 | Investment Management | $1,215,956 |
NEUBERGER BERMAN2+ years Service code 28 · EIN 02-0654486 190 S LASALLE ST · CHICAGO, IL 60603 | Investment Management | $1,158,094 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $1,045,859 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 1000 WINTER STREET · WALTHAM, MA 02351 | Investment Management | $1,038,717 |
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 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 12.22% | 13.90%-1.7pp | 10.36%+1.9pp | 1057.21%-1045.0pp |
| Employer contribution / active EE | $5,165 | $9,853-47.6% | $37,738-86.3% | $14,374-64.1% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |