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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-3200244 | Investment Management | $548,718 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $254,834 |
UBS FINANCIAL SERVICES INC6+ years Filed as: TRUMBULL PROPERTY FUND UBS REALTY Service code 28 · EIN 61-1553760 | Investment Management | $106,181 |
EAGLE CAPITAL MANAGEMENT, LLC6+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $74,206 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $60,000 |
WELLS FARGO BANK, N.A.6+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $32,970 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 13.88% | 12.77%+1.1pp | 90.61%-76.7pp | 12.86%+1.0pp |
| Employer contribution / active EE | $0 | $8,963-100.0% | $32,730-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |