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.
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| Provider | Service type | Compensation |
|---|---|---|
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $969,479 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS REALTY INVESTORS LLC Service code 27 10 STATE HOUSE SQUARE, 15TH FLOOR · HARTFORD, CT 061033604 | Advisory (Plan) | $825,479 |
LSV ASSET MANAGEMENT1 year Service code 28 8545 SOLUTION CENTER · CHICAGO, IL 60677 | Investment Management | $698,552 |
INCOME RESEARCH & MANAGEMENT3+ years Service code 28 · EIN 04-2955404 | Investment Management | $458,466 |
PEOPLES UNITED BANK1 year Filed as: NISA INVESMENT ADVISORS, LLC Service code 27 P.O. BOX 790379 · ST. LOUIS, MO 63179 | Advisory (Plan) | $425,854 |
Filed as: METROPOLITAN WEST ASSET MGMT LLC Service code 28 · EIN 95-3703295 | Investment Management | $357,069 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $315,960 |
FISHER INVESTMENTS3+ years Service code 28 · EIN 20-2480800 | Investment Management | $231,743 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 98-0352587 | Actuarial | $217,564 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $192,901 |
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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 | $21,578,776-100.0% | $221,583-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | 4.56% | -5.10%+9.7pp | -6.55%+11.1pp | 33.37%-28.8pp |
| Employer contribution / active EE | $11,152 | $17,560-36.5% | $21,653-48.5% | $11,253-0.9% |
| Participant deferral / active EE | $0 | $304-100.0% | $160-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,920-100.0% | $99,113-100.0% |