Filed November 9, 2005 (most recent of 3 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 |
|---|---|---|
CONNING, INC.1 year Filed as: CONNING INVESTMENT PRODUCTS, INC. Service code 27 ONE FINANCIAL PLAZA · HARTFORD, CT 06103 | Advisory (Plan) | $129,144 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $95,880 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $77,234 |
Filed as: PRIME BUCHHOLZ & ASSOCIATES, INC. Service code 28 · EIN 02-0426421 | Investment Management | $40,000 |
BRIGGS AND MORGAN3+ years Service code 15 · EIN 41-0954702 | Recordkeeping | $37,501 |
THE BANK OF NEW YORK MELLON3+ years Filed as: U.S. BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $30,266 |
HEARTWOOD FORESTLAND REIT2 years Filed as: HEARTWOOD FORESTLAND ADVISORS Service code 28 · EIN 86-1123845 | Investment Management | $28,090 |
KPMG LLP3+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $25,000 |
GOLDMAN SACHS3+ years Service code 28 · EIN 13-3575636 | Investment Management | $3,731 |
Service code 28 · EIN 06-1519082 | Investment Management | $0 |
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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 | $44,091-100.0% | $107,664-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 4.5%-4.5pp |
| Annual return | 11.23% | 12.12%-0.9pp | 337.46%-326.2pp | 13.95%-2.7pp |
| Employer contribution / active EE | $22,831 | $13,419+70.1% | $20,191+13.1% | $16,598+37.6% |
| Participant deferral / active EE | $0 | $14-100.0% | $30-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,663-100.0% | $612-100.0% |