Filed June 26, 2020 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 47-4778650 193 GRATUITY RD · GROTON, MA 01450 | Investment Management | $254,729 |
UBS FINANCIAL SERVICES INC2 years Filed as: TRUMBULL PROPERTY FUND LP Service code 28 · EIN 61-1553760 C/O UBS REALTY INVESTORS LLC · HARTFORD, CT 06103 | Investment Management | $115,836 |
NORTHGATE IV LP8+ years Service code 28 · EIN 26-1902666 649 SAN RAMON VALLEY BLVD · DANVILLE, CA 94526 | Investment Management | $69,470 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $267,477-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -23.13% | -14.80%-8.3pp | -38.86%+15.7pp | -14.80%-8.3pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $37,756-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $16-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $16,942-100.0% | - |