Filed September 3, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES6 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $84,000 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Service code 28 · EIN 13-3200244 | Investment Management | $60,727 |
Filed as: PRINCIPAL Service code 19 · EIN 42-1520346 | Securities Custodian | $25,429 |
UBS FINANCIAL SERVICES INC10+ years Filed as: TRUMBULL PROPERTY FUND UBS REALTY Service code 28 · EIN 61-1553760 | Investment Management | $18,584 |
LUTZ & COMPANY, PC3 years Filed as: LUTZ & COMPANY Service code 10 · EIN 47-0625816 | Accounting | $16,000 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INTERNATIONAL GREAT PLAINS Service code 11 11516 MIRACLE HILLS DR · OMAHA, NE 68154 | Actuarial | $1,030 |
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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 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 0.68% | 8.46%-7.8pp | 9.82%-9.1pp | 8.76%-8.1pp |
| Employer contribution / active EE | $0 | $11,054-100.0% | $30,322-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |