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.2 years Filed as: CONNING INVESTMENT PRODUCTS, INC. Service code 27 ONE FINANCIAL PLAZA · HARTFORD, CT 06103 | Advisory (Plan) | $223,683 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $77,030 |
BRIGGS AND MORGAN4+ years Service code 29 · EIN 41-0954702 | Legal | $54,467 |
PRIME, BUCHHOLZ & ASSOCIATES2 years Filed as: PRIME BUCHHOLZ & ASSOCIATES, INC. Service code 28 · EIN 02-0426421 | Investment Management | $40,000 |
THE BANK OF NEW YORK MELLON4+ years Filed as: U.S. BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $30,630 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $26,400 |
HEARTWOOD FORESTLAND REIT3 years Filed as: HEARTWOOD FORESTLAND ADVISORS Service code 28 · EIN 86-1123845 | Investment Management | $15,378 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $37,197-100.0% | $98,614-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.7%-4.7pp |
| Annual return | -6.49% | -1.87%-4.6pp | -0.41%-6.1pp | -0.69%-5.8pp |
| Employer contribution / active EE | $0 | $8,333-100.0% | $15,396-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $11-100.0% | $26-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $2,970-100.0% | $124-100.0% |