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 I Service code 13 · EIN 13-5674085 | Contract Administrator | $29,728,927 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 27 · EIN 94-3112180 | Advisory (Plan) | $4,108,626 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $2,522,339 |
INVESCO2+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $2,223,045 |
SNOW CAPITAL MANAGEMENT1 year Filed as: SNOW CAPITAL MANAGEMENT, LP Service code 28 · EIN 25-1894430 | Investment Management | $1,202,435 |
ELK CREEK PARTNERS, LLC2+ years Service code 28 · EIN 27-5463196 | Investment Management | $1,182,276 |
WESTWOOD TRUST1 year Filed as: WESTWOOD MANAGEMENT CORP. Service code 28 · EIN 13-3160186 | Investment Management | $1,176,816 |
LOOMIS SAYLES1 year Service code 28 · EIN 04-3200030 | Investment Management | $1,171,871 |
NORTHERN TRUST COMPANY2+ years Service code 18 · EIN 36-1561860 | Trustee (directed); Investment manage... | $1,164,384 |
JACOBS & COMPANY1 year Filed as: JACOBS LEVY EQUITY MANAGEMENT INC. Service code 28 · EIN 22-2774695 | Investment Management | $1,088,604 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,064 | $41,409-41.9% | $94,993-74.7% | $80,976-70.3% |
| Participation rate | 56.6% | 46.1%+10.5pp | 73.9%-17.3pp | 68.3%-11.6pp |
| Annual return | 13.47% | 18.00%-4.5pp | 27.14%-13.7pp | 22.91%-9.4pp |
| Employer contribution / active EE | $695 | $698-0.4% | $2,603-73.3% | $2,402-71.1% |
| Participant deferral / active EE | $992 | $1,441-31.1% | $3,317-70.1% | $3,848-74.2% |
| Admin fee / account holder | $50 | $48+4.9% | $4,960-99.0% | $67-25.1% |