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 |
|---|---|---|
CHLIC5 years Service code 49 · EIN 06-1059331 PO BOX 644546 · PITTSBURGH, PA 15264 | Other Services | $2,706,824 |
BELL ASSET MANAGEMENT LIMITED9+ years Filed as: BELL ASSET MGMT Service code 28 · EIN 04-3412674 | Investment Management | $2,569,810 |
O'DONOGHUE & O'DONOGHUE9+ years Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE, NW · WASHINGTON, DC 20015 | Legal | $1,613,546 |
PGIM INVESTMENTS9+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 1000 WINTER STREET · WALTHAM, MA 02351 | Investment Management | $1,184,865 |
SCHRODER INVESTMENT MANAGEMENT9+ years Filed as: SCHRODER INVESTMENT MGMT Service code 28 · EIN 13-4064414 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $1,073,196 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 75 STATE STREET · BOSTON, MA 02109 | Investment Management | $979,863 |
Service code 15 · EIN 52-1796473 3700 KOPPERS STREET · BALTIMORE, MD 21227 | Recordkeeping | $976,865 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $861,906 |
ARISTOTLE CAPITAL MANAGEMENT3 years Service code 28 ONE FEDERAL STREET, 36TH FLOOR · BOSTON, MA 02110 | Investment Management | $812,313 |
THE SEGAL COMPANY7 years Filed as: SEGAL SELECT INSURANCE Service code 22 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10087 | Insurance Broker | $779,504 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.92% | 10.11%-0.2pp | 8.10%+1.8pp | 8.85%+1.1pp |
| Employer contribution / active EE | $5,294 | $12,795-58.6% | $28,649-81.5% | $8,529-37.9% |
| Participant deferral / active EE | $0 | $1-100.0% | $10-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |