Filed February 22, 2008 (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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS REALTY INVESTORS LLC Service code 27 10 STATE HOUSE SQUARE, 15TH FLOOR · HARTFORD, CT 061033604 | Advisory (Plan) | $1,031,698 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $900,337 |
FISHER INVESTMENTS2+ years Service code 28 · EIN 20-2480800 | Investment Management | $515,345 |
Filed as: METROPOLITAN WEST ASSET MGMT LLC Service code 28 · EIN 95-3703295 | Investment Management | $422,795 |
INCOME RESEARCH & MANAGEMENT2+ years Service code 28 · EIN 04-2955404 | Investment Management | $350,190 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN ADVISORS Service code 28 1 FRANKLIN PKWY, BLDG 970, 3RD FL · SAN MATEO, CA 94403 | Investment Management | $280,606 |
ALLIANZ GLOBAL INVESTORS2+ years Filed as: ALLIANZ GLOBAL INVESTORS U.S., LLC Service code 28 · EIN 01-0645160 | Investment Management | $213,813 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $210,618 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $186,988 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $141,325 |
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.
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 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 9.10% | 19.60%-10.5pp | 11.12%-2.0pp | 17.84%-8.7pp |
| Employer contribution / active EE | $10,250 | $16,438-37.6% | $22,651-54.7% | $14,688-30.2% |
| Participant deferral / active EE | $0 | $424-100.0% | $198-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |