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 LLP2 years Filed as: PENSION BENEFIT GUARANTY CORP Service code 53 · EIN 52-6152779 PO BOX 77000 · DETROIT, MI 48277 | Insurance Commissions | $4,501,156 |
CGLIC3 years Service code 23 · EIN 06-1059331 10490 LITTLE PATUXENT · COLUMBIA, MD 21044 | Insurance services | $2,137,057 |
BELL ASSET MANAGEMENT LIMITED4+ years Filed as: BELL ASSET MGMT Service code 28 · EIN 04-3412674 | Investment Management | $1,871,556 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 1000 WINTER STREET · WALTHAM, MA 02351 | Investment Management | $1,772,114 |
O'DONOGHUE & O'DONOGHUE4+ years Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE, NW · WASHINGTON, DC 20015 | Legal | $1,670,213 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK NA Service code 28 · EIN 13-2624428 PO BOX 974958 · DALLAS, TX 75397 | Investment Management | $1,468,266 |
DISCIPLINED GROWTH INVESTORS4+ years Service code 28 · EIN 41-1901273 150 S FIFTH ST · MINNEAPOLIS, MN 55402 | Investment Management | $1,294,572 |
LSV ASSET MANAGEMENT4+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 155 N WACKER DR · CHICAGO, IL 60606 | Investment Management | $1,273,092 |
ULLICO4+ years Service code 28 · EIN 13-1423090 1625 I ST, NW · WASHINGTON, DC 20006 | Investment Management | $1,233,393 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE Service code 28 PO BOX 64043 · BALTIMORE, MD 21264 | Investment Management | $1,226,716 |
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 4.83% | 18.43%-13.6pp | 14.64%-9.8pp | 24.48%-19.7pp |
| Employer contribution / active EE | $5,277 | $6,699-21.2% | $41,831-87.4% | $9,418-44.0% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |