Filed February 26, 2008 (most recent of 3 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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 14 · EIN 04-3532602 | Plan Administrator | $876,619 |
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 27-0676603 | Pension Consulting | $669,897 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK - MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $100,037 |
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112108 | Bank Trustee | $54,219 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $7,544 |
Service code 50 19 PROSPECT RIDGE, SUITE 110 · SIMSBURY, CT 06070 | Direct Payment | $7,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $202,297-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 52.5%-52.5pp | 2.3%-2.3pp |
| Annual return | -3.25% | 37.77%-41.0pp | 14.20%-17.5pp | 37.77%-41.0pp |
| Employer contribution / active EE | $2,804 | $15,798-82.3% | $29,492-90.5% | $15,798-82.3% |
| Participant deferral / active EE | $0 | $732-100.0% | $125-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $7,524-100.0% | $9,287-100.0% |