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 |
|---|---|---|
LSV ASSET MANAGEMENT2 years Service code 28 8545 SOLUTION CENTER · CHICAGO, IL 60677 | Investment Management | $902,298 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $618,881 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS REALTY INVESTORS LLC Service code 27 10 STATE HOUSE SQUARE, 15TH FLOOR · HARTFORD, CT 061033604 | Advisory (Plan) | $604,974 |
FISHER INVESTMENTS4+ years Service code 28 · EIN 20-2480800 | Investment Management | $499,260 |
PEOPLES UNITED BANK2 years Filed as: NISA INVESMENT ADVISORS, LLC Service code 27 P.O. BOX 790379 · ST. LOUIS, MO 63179 | Advisory (Plan) | $411,802 |
Filed as: METROPOLITAN WEST ASSET MGMT LLC Service code 28 · EIN 95-3703295 | Investment Management | $359,190 |
INCOME RESEARCH & MANAGEMENT4+ years Service code 28 · EIN 04-2955404 | Investment Management | $340,134 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 98-0352587 | Actuarial | $274,149 |
PUGH CAPITAL2 years Service code 27 520 PIKE TOWER, SUITE 2900 · SEATTLE, WA 98101 | Advisory (Plan) | $251,241 |
FRANKLIN TEMPLETON4+ years Filed as: FRANKLIN ADVISORS Service code 28 1 FRANKLIN PKWY, BLDG 970, 3RD FL · SAN MATEO, CA 94403 | Investment Management | $230,896 |
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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 9.28% | 17.95%-8.7pp | 13.45%-4.2pp | 21.83%-12.5pp |
| Employer contribution / active EE | $14,488 | $16,835-13.9% | $26,057-44.4% | $12,237+18.4% |
| Participant deferral / active EE | $0 | $317-100.0% | $181-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |