Filed September 3, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-3200244 | Investment Management | $84,183 |
MARQUETTE ASSOCIATES4 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $60,000 |
Filed as: HUB INTERNATIONAL GREAT PLAINS Service code 11 11516 MIRACLE HILLS DR · OMAHA, NE 68154 | Actuarial | $49,542 |
UBS FINANCIAL SERVICES INC8+ years Filed as: TRUMBULL PROPERTY FUND UBS REALTY Service code 28 · EIN 61-1553760 | Investment Management | $30,777 |
EAGLE CAPITAL MANAGEMENT, LLC8+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $26,379 |
LUTZ & COMPANY, PC1 year Filed as: LUTZ & COMPANY Service code 10 · EIN 47-0625816 | Accounting | $18,000 |
Filed as: PRINCIPAL Service code 19 · EIN 42-1520346 | Securities Custodian | $15,834 |
WELLS FARGO BANK, N.A.8+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $5,139 |
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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 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -21.55% | -10.37%-11.2pp | -38.86%+17.3pp | 2.77%-24.3pp |
| Employer contribution / active EE | $0 | $8,700-100.0% | $37,752-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |