Filed November 6, 2009 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARINGS Service code 28 340 MADISON AVENUE · NEW YORK, NY 10173 | Investment Management | $402,849 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS TRUMBULL PROPERTY FUND Service code 28 10 STATE STREET HOUSE SQUARE · HARTFORD, CT 06103 | Investment Management | $96,955 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO Service code 13 · EIN 41-1592157 | Contract Administrator | $90,352 |
Filed as: PARAMETRIC Service code 26 800 FIFTH AVENUE, SUITE 2800 · SEATTLE, WA 98104 | Advisory (Participants) | $60,104 |
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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 | $0 | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.0%0pp |
| Annual return | 16.20% | 11.99%+4.2pp | 10.57%+5.6pp | 12.86%+3.3pp |
| Employer contribution / active EE | $0 | $6,238-100.0% | $18,335-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $5-100.0% | $5-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $8,713-100.0% | - |