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 LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $783,460 |
Service code 28 · EIN 13-3200244 | Investment Management | $330,425 |
UBS FINANCIAL SERVICES INC8+ years Filed as: TRUMBULL PROPERTY FUND UBS REALTY Service code 28 · EIN 61-1553760 | Investment Management | $111,424 |
MARQUETTE ASSOCIATES4 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $67,500 |
Filed as: PRINCIPAL Service code 19 · EIN 42-1520346 | Securities Custodian | $39,253 |
LUTZ & COMPANY, PC8+ years Service code 10 · EIN 47-0625816 | Accounting | $28,753 |
BAIRD INSURANCE SERVICES INC2 years Filed as: BAIRD HOLM Service code 29 · EIN 46-4100667 | Legal | $26,149 |
WELLS FARGO BANK, N.A.8+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $8,297 |
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 | $278,553-100.0% | $267,477-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 44.1%-44.1pp | 35.5%-35.5pp | 44.4%-44.4pp |
| Annual return | -6.55% | -41.92%+35.4pp | -38.86%+32.3pp | -14.65%+8.1pp |
| Employer contribution / active EE | $0 | $40,096-100.0% | $37,756-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |