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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $654,662 |
Service code 28 · EIN 36-3652846 | Investment Management | $512,768 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL BRYANT & HAMILL INV. COUNSEL Service code 28 · EIN 41-1788385 | Investment Management | $411,473 |
LSV ASSET MANAGEMENT5 years Service code 28 · EIN 23-2772200 8545 SOLUTION CENTER · CHICAGO, IL 60677 | Investment Management | $298,445 |
Filed as: MFS HERITAGE COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $256,799 |
PEOPLES UNITED BANK5 years Filed as: NISA INVESMENT ADVISORS, LLC Service code 27 · EIN 48-1140940 P.O. BOX 790379 · ST. LOUIS, MO 63179 | Advisory (Plan) | $221,331 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $186,859 |
Filed as: DREYFUS INVESTMENT ADVISORS, INC. Service code 28 · EIN 13-5673135 | Investment Management | $173,915 |
INCOME RESEARCH & MANAGEMENT7+ years Service code 28 · EIN 04-2955404 | Investment Management | $160,384 |
PUGH CAPITAL5 years Service code 27 · EIN 91-1522082 520 PIKE TOWER, SUITE 2900 · SEATTLE, WA 98101 | Advisory (Plan) | $122,134 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -2.23% | 17.17%-19.4pp | 179.55%-181.8pp | 23.41%-25.6pp |
| Employer contribution / active EE | $0 | $11,568-100.0% | $24,917-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,827-100.0% | $463-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |