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 |
|---|---|---|
PENSION ASSURANCE LLP1 year Filed as: PENSION BENEFIT GUARANTY CORP Service code 53 · EIN 52-6152779 PO BOX 77000 · DETROIT, MI 48277 | Insurance Commissions | $4,381,286 |
CGLIC2 years Service code 23 · EIN 06-1059331 10490 LITTLE PATUXENT · COLUMBIA, MD 21044 | Insurance services | $2,243,808 |
O'DONOGHUE & O'DONOGHUE3+ years Service code 29 · EIN 53-0120528 4748 WISCONSIN AVE NW · WASHINGTON, DC 20016 | Legal | $1,880,202 |
BELL ASSET MANAGEMENT LIMITED3+ years Filed as: BELL ASSET MGMT Service code 28 · EIN 04-3412674 | Investment Management | $1,854,715 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK NA Service code 28 · EIN 13-2624428 PO BOX 974958 · DALLAS, TX 75397 | Investment Management | $1,516,018 |
DISCIPLINED GROWTH INVESTORS3+ years Service code 28 · EIN 41-1901273 150 S FIFTH ST · MINNEAPOLIS, MN 55402 | Investment Management | $1,516,006 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 75 STATE STREET · BOSTON, MA 02109 | Investment Management | $1,498,252 |
LSV ASSET MANAGEMENT3+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 155 N WACKER DR · CHICAGO, IL 60606 | Investment Management | $1,390,694 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 19 · EIN 22-1146430 PO BOX 856177 · LOUISVILLE, KY 40285 | Securities Custodian | $1,384,956 |
NEUBERGER BERMAN3+ years Service code 28 · EIN 02-0654486 190 S LASALLE ST · CHICAGO, IL 60603 | Investment Management | $1,180,636 |
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 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 9.67% | -4.58%+14.2pp | -2.18%+11.9pp | -1.95%+11.6pp |
| Employer contribution / active EE | $5,188 | $6,699-22.6% | $38,751-86.6% | $9,243-43.9% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |