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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,037,782 |
Service code 28 · EIN 13-3200244 | Investment Management | $434,706 |
UBS FINANCIAL SERVICES INC7+ years Filed as: TRUMBULL PROPERTY FUND UBS REALTY Service code 28 · EIN 61-1553760 | Investment Management | $96,092 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $60,000 |
Filed as: BAIRD HOLM Service code 29 1700 FARNAM STREET · OMAHA, NE 681022068 | Legal | $39,658 |
WELLS FARGO BANK, N.A.7+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $36,146 |
LUTZ & COMPANY, PC7+ years Service code 10 · EIN 47-0625816 | Accounting | $18,250 |
Filed as: PENSION BENEFIT INFORMATION LLC Service code 49 333 SOUTH SEVENTH STREET · MINNEAPOLIS, MN 55402 | Other Services | $13,221 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | -2.46% | 35.98%-38.4pp | 10.75%-13.2pp | 15.63%-18.1pp |
| Employer contribution / active EE | $0 | $8,396-100.0% | $35,170-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |