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 |
|---|---|---|
MFS INVESTMENT MANAGEMENT5+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $996,070 |
LSV ASSET MANAGEMENT3 years Service code 28 8545 SOLUTION CENTER · CHICAGO, IL 60677 | Investment Management | $793,866 |
PEOPLES UNITED BANK3 years Filed as: NISA INVESMENT ADVISORS, LLC Service code 27 P.O. BOX 790379 · ST. LOUIS, MO 63179 | Advisory (Plan) | $545,251 |
Filed as: METROPOLITAN WEST ASSET MGMT LLC Service code 28 · EIN 95-3703295 | Investment Management | $400,781 |
INCOME RESEARCH & MANAGEMENT5+ years Service code 28 · EIN 04-2955404 | Investment Management | $396,334 |
FISHER INVESTMENTS5+ years Service code 28 · EIN 20-2480800 | Investment Management | $365,231 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS REALTY INVESTORS LLC Service code 27 10 STATE HOUSE SQUARE, 15TH FLOOR · HARTFORD, CT 061033604 | Advisory (Plan) | $342,598 |
PUGH CAPITAL3 years Service code 27 520 PIKE TOWER, SUITE 2900 · SEATTLE, WA 98101 | Advisory (Plan) | $289,214 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $195,155 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 98-0352587 | Actuarial | $194,518 |
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 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 12.73% | 19.50%-6.8pp | 8.35%+4.4pp | 12.86%-0.1pp |
| Employer contribution / active EE | $17,527 | $27,684-36.7% | $27,010-35.1% | $13,687+28.1% |
| Participant deferral / active EE | $0 | $327-100.0% | $180-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |