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.
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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP3 years Filed as: PENSION BENEFIT GUARANTY CORP Service code 99 · EIN 52-6152779 PO BOX 77000 · DETROIT, MI 48277 | Other Fees | $4,773,008 |
BELL ASSET MANAGEMENT LIMITED5+ years Filed as: BELL ASSET MGMT Service code 28 · EIN 04-3412674 | Investment Management | $2,015,059 |
CHLIC1 year Service code 49 PO BOX 644546 · PITTSBURGH, PA 15264 | Other Services | $1,874,016 |
PGIM INVESTMENTS5+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 1000 WINTER STREET · WALTHAM, MA 02351 | Investment Management | $1,492,347 |
O'DONOGHUE & O'DONOGHUE5+ years Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE, NW · WASHINGTON, DC 20015 | Legal | $1,341,036 |
ULLICO5+ years Service code 28 · EIN 13-1423090 1625 I ST, NW · WASHINGTON, DC 20006 | Investment Management | $1,264,675 |
LSV ASSET MANAGEMENT5+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 155 N WACKER DR · CHICAGO, IL 60606 | Investment Management | $1,186,547 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN CHASE BANK NA Service code 28 · EIN 13-2624428 PO BOX 974958 · DALLAS, TX 75397 | Investment Management | $1,158,556 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE Service code 28 · EIN 52-0556948 PO BOX 64043 · BALTIMORE, MD 21264 | Investment Management | $1,145,197 |
DISCIPLINED GROWTH INVESTORS5+ years Service code 28 · EIN 41-1901273 150 S FIFTH ST · MINNEAPOLIS, MN 55402 | Investment Management | $1,119,754 |
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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 | $0 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 1.40% | 13.80%-12.4pp | 8.01%-6.6pp | 13.80%-12.4pp |
| Employer contribution / active EE | $5,137 | $10,386-50.5% | $29,475-82.6% | $10,386-50.5% |
| Participant deferral / active EE | $0 | $448-100.0% | $735-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |