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 |
|---|---|---|
BELL ASSET MANAGEMENT LIMITED8+ years Filed as: BELL ASSET MGMT Service code 28 · EIN 04-3412674 | Investment Management | $2,553,572 |
CHLIC4 years Service code 49 · EIN 06-1059331 PO BOX 644546 · PITTSBURGH, PA 15264 | Other Services | $2,366,650 |
O'DONOGHUE & O'DONOGHUE8+ years Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE, NW · WASHINGTON, DC 20015 | Legal | $1,351,483 |
SCHRODER INVESTMENT MANAGEMENT8+ years Filed as: SCHRODER INVESTMENT MGMT Service code 28 · EIN 13-4064414 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $975,940 |
PGIM INVESTMENTS8+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 1000 WINTER STREET · WALTHAM, MA 02351 | Investment Management | $967,535 |
Service code 15 · EIN 52-1796473 3700 KOPPERS STREET · BALTIMORE, MD 21227 | Recordkeeping | $868,058 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 75 STATE STREET · BOSTON, MA 02109 | Investment Management | $843,889 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE Service code 49 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10087 | Other Services | $817,530 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP LLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Accounting | $744,342 |
ARISTOTLE CAPITAL MANAGEMENT2 years Service code 28 ONE FEDERAL STREET, 36TH FLOOR · BOSTON, MA 02110 | Investment Management | $697,143 |
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 | $0 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 6.41% | 7.10%-0.7pp | 20.18%-13.8pp | 13.18%-6.8pp |
| Employer contribution / active EE | $5,296 | $12,760-58.5% | $29,108-81.8% | $8,469-37.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |