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 | $22,050,369 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 27 · EIN 94-3112180 | Advisory (Plan) | $5,661,068 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $3,644,902 |
INVESCO3+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $2,312,454 |
WESTWOOD TRUST2 years Filed as: WESTWOOD MANAGEMENT CORP. Service code 28 · EIN 13-3160186 | Investment Management | $1,630,234 |
JACOBS & COMPANY2 years Filed as: JACOBS LEVY EQUITY MANAGEMENT INC. Service code 28 · EIN 22-2774695 | Investment Management | $1,552,567 |
COPELAND CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 20-3145515 | Investment Management | $1,199,910 |
ELK CREEK PARTNERS, LLC3+ years Service code 28 · EIN 27-5463196 | Investment Management | $1,196,567 |
LOOMIS SAYLES2 years Service code 28 · EIN 04-3200030 | Investment Management | $1,099,932 |
EAM INVESTORS, LLC3+ years Service code 28 · EIN 26-0638588 | Investment Management | $950,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,293 | $38,509-21.3% | $90,657-66.6% | $73,367-58.7% |
| Participation rate | 56.0% | 45.9%+10.1pp | 74.0%-18.0pp | 69.5%-13.5pp |
| Annual return | 23.37% | 2.07%+21.3pp | 1.89%+21.5pp | 173.45%-150.1pp |
| Employer contribution / active EE | $743 | $754-1.4% | $2,532-70.7% | $2,499-70.3% |
| Participant deferral / active EE | $1,016 | $1,495-32.1% | $3,424-70.3% | $4,033-74.8% |
| Admin fee / account holder | $46 | $48-4.2% | $4,994-99.1% | $68-32.3% |