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 |
|---|---|---|
Filed as: MFS INTERNATIONAL Service code 28 · EIN 57-1187281 | Investment Management | $850,890 |
LSV ASSET MANAGEMENT4 years Service code 28 8545 SOLUTION CENTER · CHICAGO, IL 60677 | Investment Management | $720,364 |
PEOPLES UNITED BANK4 years Filed as: NISA INVESMENT ADVISORS, LLC Service code 27 P.O. BOX 790379 · ST. LOUIS, MO 63179 | Advisory (Plan) | $700,221 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 98-0352587 | Actuarial | $675,352 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL INV. COUNSEL Service code 28 · EIN 41-1788385 | Investment Management | $564,252 |
INCOME RESEARCH & MANAGEMENT6+ years Service code 28 · EIN 04-2955404 | Investment Management | $397,015 |
Service code 28 · EIN 36-3652846 | Investment Management | $393,202 |
Filed as: TCW ASSET MANAGEMENT Service code 28 · EIN 95-3703295 | Investment Management | $298,766 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS REALTY INVESTORS LLC Service code 27 10 STATE HOUSE SQUARE, 15TH FLOOR · HARTFORD, CT 061033604 | Advisory (Plan) | $286,354 |
EAGLE CAPITAL MANAGEMENT, LLC6+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $243,428 |
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 | $765,066-100.0% | $765,066-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 3.4%-3.4pp | 3.7%-3.7pp |
| Annual return | 15.04% | 10.14%+4.9pp | 8.31%+6.7pp | 15.63%-0.6pp |
| Employer contribution / active EE | $18,983 | $16,339+16.2% | $21,002-9.6% | $11,476+65.4% |
| Participant deferral / active EE | $0 | $401-100.0% | $224-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $724-100.0% | $724-100.0% | $429-100.0% |