Filed February 24, 2012 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER,SMITH Service code 13 · EIN 13-5674085 | Contract Administrator | $19,034,810 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $4,174,603 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $2,255,584 |
INVESCO1+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $1,851,168 |
ELK CREEK PARTNERS, LLC1+ years Service code 28 · EIN 27-5463196 | Investment Management | $906,850 |
LOOMIS SAYLES1+ years Filed as: LOOMIS-SAYLES Service code 28 · EIN 04-3200030 | Investment Management | $882,843 |
COPELAND CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 20-3145515 | Investment Management | $782,663 |
NORTHERN TRUST COMPANY1+ years Service code 18 · EIN 36-1561860 | Trustee (directed); Trustee (bank, tr... | $763,231 |
SNOW CAPITAL MANAGEMENT1+ years Filed as: SNOW CAPITAL MANAGEMENT L.P. Service code 28 · EIN 25-1894430 | Investment Management | $742,122 |
EAM INVESTORS, LLC1+ years Service code 28 · EIN 26-0638588 | Investment Management | $662,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,319 | $38,032-46.6% | $87,502-76.8% | $329,111-93.8% |
| Participation rate | 60.6% | 43.3%+17.3pp | 73.8%-13.2pp | 67.9%-7.2pp |
| Annual return | -8.47% | 7.09%-15.6pp | 12.21%-20.7pp | 16.35%-24.8pp |
| Employer contribution / active EE | $655 | $677-3.2% | $2,550-74.3% | $2,303-71.6% |
| Participant deferral / active EE | $939 | $1,260-25.5% | $3,149-70.2% | $3,682-74.5% |
| Admin fee / account holder | $34 | $50-31.5% | $4,221-99.2% | $754-95.5% |