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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,274,286 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,265,780 |
Service code 28 · EIN 36-3652846 | Investment Management | $550,248 |
LSV ASSET MANAGEMENT6 years Service code 28 · EIN 23-2772200 8545 SOLUTION CENTER · CHICAGO, IL 60677 | Investment Management | $263,635 |
INCOME RESEARCH & MANAGEMENT8+ years Service code 28 · EIN 04-2955404 | Investment Management | $203,732 |
Filed as: TCW ASSET MANAGEMENT Service code 28 · EIN 95-3703295 | Investment Management | $178,045 |
Filed as: FIDELITY INSTITUTIONAL ASSET Service code 27 · EIN 20-2159373 | Advisory (Plan) | $131,659 |
EAGLE CAPITAL MANAGEMENT, LLC8+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $129,075 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT & HAMILL INV. COUNSEL Service code 28 · EIN 41-1788385 | Investment Management | $114,874 |
PEOPLES UNITED BANK6 years Filed as: NISA INVESMENT ADVISORS, LLC Service code 27 · EIN 48-1140940 P.O. BOX 790379 · ST. LOUIS, MO 63179 | Advisory (Plan) | $109,426 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $191,373-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.2%-2.2pp |
| Annual return | -51.20% | 8.28%-59.5pp | 8.46%-59.7pp | 9.11%-60.3pp |
| Employer contribution / active EE | $35,282 | $8,225+329.0% | $25,175+40.2% | $12,231+188.5% |
| Participant deferral / active EE | $0 | $294-100.0% | $181-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $730-100.0% | $125-100.0% |