Filed December 11, 2006 (most recent of 4 filings on file)
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 |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 · EIN 06-0850628 401 NORTH TYRON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $44,014 |
HOOKER & HOLCOMBE, INC.4+ years Service code 11 · EIN 06-0854693 1300 HALL BOULEVARD · BLOOMFIELD, CT 06002 | Actuarial | $25,315 |
Filed as: AMERIPRISE FINANCIAL, INC Service code 27 · EIN 13-3180631 1099 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $16,360 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1000 HARBOR BLVD · WEEHAWKEN, NJ 070866790 | Advisory (Plan) | $15,000 |
BLUM SHAPIRO4+ years Filed as: BLUM, SHAPIRO & COMPANY, P.C. Service code 10 · EIN 06-1009205 29 SOUTH MAIN STREET · WEST HARTFORD, CT 061272000 | Accounting | $14,617 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,125-100.0% | $261,924-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 14.6%-14.6pp |
| Annual return | -8.78% | -3.32%-5.5pp | -2.99%-5.8pp | 10.56%-19.3pp |
| Employer contribution / active EE | $9,844 | $15,411-36.1% | $41,623-76.3% | $13,643-27.8% |
| Participant deferral / active EE | $0 | $512-100.0% | $35-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $38,841-100.0% | $3,354-100.0% |