Filed March 27, 2007 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 | Other Services | $6,955 |
MORNINGSTAR7 years Service code 27 | Advisory (Plan) | $2,223 |
Filed as: JIM HALLINAN PENSION CONSULTING, LL Service code 49 · EIN 51-0523358 77 SOUTH MAIN STREET · WEST HARTFORD, CT 06107 | Other Services | $0 |
TBS AGENCY INC2 years Filed as: TBS AGENCY Service code 26 · EIN 52-1473914 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $92,801 | $65,125+42.5% | $143,797-35.5% | $66,949+38.6% |
| Participation rate | 76.6% | 65.2%+11.4pp | 80.3%-3.7pp | 69.8%+6.8pp |
| Annual return | -15.52% | -11.13%-4.4pp | -0.04%-15.5pp | 1.57%-17.1pp |
| Employer contribution / active EE | $2,300 | $2,362-2.7% | $4,952-53.6% | $2,545-9.7% |
| Participant deferral / active EE | $5,202 | $2,920+78.1% | $5,638-7.7% | $4,239+22.7% |
| Admin fee / account holder | $32 | $503-93.6% | $14,679-99.8% | $594-94.6% |