Filed March 26, 2012
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 |
|---|---|---|
COOP. BANKS EMPLOYEES RET ASSN.4+ years Service code 14 · EIN 04-6035593 | Plan Administrator | $585,160 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTION TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $209,160 |
INVESTORS CAPITAL CORPORATION4+ years Filed as: QS INVESTORS Service code 28 · EIN 52-1200960 | Investment Management | $193,319 |
Service code 28 · EIN 04-2691242 | Investment Management | $178,928 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $174,599 |
PANAGORA ASSET MANAGEMENT4+ years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 28 · EIN 04-3063840 | Investment Management | $131,457 |
ACADIAN ASSET MANAGEMENT LLC3 years Service code 28 · EIN 04-2929221 | Investment Management | $128,545 |
RIVER AND MERCANTILE LLC2 years Service code 11 · EIN 04-3513306 | Actuarial | $126,700 |
MONDRIAN INVESTMENT GROUP4+ years Filed as: MONDRIAN INVESTMENT Service code 28 · EIN 56-2475915 | Investment Management | $112,663 |
NEPC, LLC4+ years Filed as: NEPC Service code 27 · EIN 04-2927339 | Advisory (Plan) | $109,881 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -9.68% | -1.12%-8.6pp | -2.18%-7.5pp | 0.19%-9.9pp |
| Employer contribution / active EE | $14,251 | $12,052+18.2% | $38,751-63.2% | $13,763+3.5% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |