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 LLP4 years Filed as: PENSION BENEFIT GUARANTY CORP Service code 50 · EIN 52-6152779 PO BOX 77000 · DETROIT, MI 48277 | Direct Payment | $4,966,734 |
BELL ASSET MANAGEMENT LIMITED6+ years Filed as: BELL ASSET MGMT Service code 28 · EIN 04-3412674 | Investment Management | $2,250,711 |
PGIM INVESTMENTS6+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 1000 WINTER STREET · WALTHAM, MA 02351 | Investment Management | $2,241,789 |
CHLIC2 years Service code 49 · EIN 06-1059331 PO BOX 644546 · PITTSBURGH, PA 15264 | Other Services | $2,177,897 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE Service code 28 · EIN 52-0556948 PO BOX 64043 · BALTIMORE, MD 21264 | Investment Management | $1,644,126 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE BANK NA Service code 28 · EIN 13-2624428 PO BOX 974958 · DALLAS, TX 75397 | Investment Management | $1,413,272 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE Service code 49 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10087 | Other Services | $1,348,565 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $1,323,084 |
ULLICO6+ years Service code 28 · EIN 13-1423090 1625 I ST, NW · WASHINGTON, DC 20006 | Investment Management | $1,249,925 |
SCHRODER INVESTMENT MANAGEMENT6+ years Filed as: SCHRODER INVESTMENT MGMT Service code 28 · EIN 13-4064414 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $1,229,934 |
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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 27.64% | 13.51%+14.1pp | 11.08%+16.6pp | 13.51%+14.1pp |
| Employer contribution / active EE | $4,893 | $8,170-40.1% | $28,418-82.8% | $8,170-40.1% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |