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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 98-1090818 | Advisory (Plan) | $800,298 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $551,284 |
Filed as: PARAMETRIC Service code 26 800 FIFTH AVENUE, SUITE 2800 · SEATTLE, WA 98104 | Advisory (Participants) | $323,579 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS TRUMBULL PROPERTY FUND Service code 28 10 STATE STREET HOUSE SQUARE · HARTFORD, CT 06103 | Investment Management | $68,624 |
Filed as: BARINGS Service code 28 340 MADISON AVENUE · NEW YORK, NY 10173 | Investment Management | $38,732 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 711 HIGH ST. · DES MOINES, IA 50392 | Bank Trustee | $35,832 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO Service code 13 · EIN 41-1592157 | Contract Administrator | $19,614 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $75,030-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 1.5%-1.5pp |
| Annual return | -21.03% | -18.55%-2.5pp | -2.63%-18.4pp | 23.41%-44.4pp |
| Employer contribution / active EE | $0 | $6,513-100.0% | $29,813-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $8-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $838-100.0% | $14,884-100.0% |