Filed October 18, 2004 (most recent of 4 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $282,961 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $267,059 |
UBS FINANCIAL SERVICES INC1+ years Filed as: TRUMBULL PROPERTY FUND UBS REALTY Service code 28 · EIN 61-1553760 | Investment Management | $195,047 |
CASTLEARK MANAGEMENT LLC1+ years Filed as: CASTLEARK MANAGEMENT, LLC Service code 28 · EIN 36-4269427 | Investment Management | $155,084 |
Service code 28 · EIN 13-3200244 | Investment Management | $105,424 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT, INC. Service code 28 · EIN 38-3212521 | Investment Management | $97,435 |
PINNACLE ASSOCIATES LTD1+ years Filed as: PINNACLE ASSOCIATES LTD. Service code 28 · EIN 13-3220717 | Investment Management | $92,894 |
PENN CAPITAL MANAGEMENT1+ years Filed as: PENN CAPITAL MANAGEMENT CO., INC. Service code 28 · EIN 22-2796848 | Investment Management | $81,897 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT STRATEGIES, INC. Service code 27 · EIN 43-1708520 | Advisory (Plan) | $62,500 |
WELLS FARGO BANK, N.A.1+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $33,839 |
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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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.69% | 4.01%-6.7pp | -2.00%-0.7pp | 1.67%-4.4pp |
| Employer contribution / active EE | $7,196 | $6,352+13.3% | $34,470-79.1% | $10,506-31.5% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |