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 LLP5 years Filed as: PENSION BENEFIT GUARANTY CORP Service code 50 · EIN 52-6152779 PO BOX 77000 · DETROIT, MI 48277 | Direct Payment | $5,184,519 |
BELL ASSET MANAGEMENT LIMITED7+ years Filed as: BELL ASSET MGMT Service code 28 · EIN 04-3412674 | Investment Management | $2,776,036 |
PGIM INVESTMENTS7+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 1000 WINTER STREET · WALTHAM, MA 02351 | Investment Management | $2,343,752 |
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE Service code 28 · EIN 52-0556948 PO BOX 64043 · BALTIMORE, MD 21264 | Investment Management | $2,081,513 |
CHLIC3 years Service code 49 · EIN 06-1059331 PO BOX 644546 · PITTSBURGH, PA 15264 | Other Services | $2,061,077 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN CHASE BANK NA Service code 28 · EIN 13-2624428 PO BOX 974958 · DALLAS, TX 75397 | Investment Management | $1,360,762 |
SCHRODER INVESTMENT MANAGEMENT7+ years Filed as: SCHRODER INVESTMENT MGMT Service code 28 · EIN 13-4064414 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $1,305,216 |
ULLICO7+ years Service code 28 · EIN 13-1423090 1625 I ST, NW · WASHINGTON, DC 20006 | Investment Management | $1,214,424 |
O'DONOGHUE & O'DONOGHUE7+ years Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE, NW · WASHINGTON, DC 20015 | Legal | $1,207,716 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 75 STATE STREET · BOSTON, MA 02109 | Investment Management | $1,190,066 |
Employer contribution per participant 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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -9.82% | -5.36%-4.5pp | -5.85%-4.0pp | 7.68%-17.5pp |
| Employer contribution / active EE | $5,056 | $12,163-58.4% | $31,839-84.1% | $9,142-44.7% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |