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 | $251,024 |
UBS FINANCIAL SERVICES INC3 years Filed as: TRUMBULL PROPERTY FUND LP Service code 28 · EIN 61-1553760 C/O UBS REALTY INVESTORS LLC · HARTFORD, CT 06103 | Investment Management | $100,146 |
NORTHGATE IV LP9+ years Service code 28 · EIN 26-1902666 649 SAN RAMON VALLEY BLVD · DANVILLE, CA 94526 | Investment Management | $30,033 |
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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 20.27% | 9.71%+10.6pp | 32.33%-12.1pp | 9.11%+11.2pp |
| Employer contribution / active EE | $0 | $7,317-100.0% | $33,964-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |