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 CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 98-1090818 | Advisory (Plan) | $704,500 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $592,426 |
Filed as: PARAMETRIC Service code 26 800 FIFTH AVENUE, SUITE 2800 · SEATTLE, WA 98104 | Advisory (Participants) | $291,860 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS TRUMBULL PROPERTY FUND Service code 28 10 STATE STREET HOUSE SQUARE · HARTFORD, CT 06103 | Investment Management | $55,510 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 711 HIGH ST. · DES MOINES, IA 50392 | Bank Trustee | $32,419 |
Filed as: BARINGS Service code 28 340 MADISON AVENUE · NEW YORK, NY 10173 | Investment Management | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $101,802-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.2%-2.2pp |
| Annual return | 7.14% | 8.26%-1.1pp | 9.51%-2.4pp | 9.11%-2.0pp |
| Employer contribution / active EE | $12,690 | $17,413-27.1% | $23,377-45.7% | $12,231+3.8% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $769-100.0% | $125-100.0% |