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 | $20,559,896 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $3,296,999 |
INVESCO6+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $2,626,411 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $2,275,214 |
LOOMIS SAYLES5 years Service code 28 · EIN 04-3200030 | Investment Management | $1,660,122 |
Service code 28 · EIN 04-3304963 | Investment Management | $1,620,858 |
NUVEEN2 years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $1,465,269 |
D. F. DENT & COMPANY, INC.2 years Filed as: D.F. DENT AND COMPANY, INC. Service code 28 · EIN 52-1045317 | Investment Management | $951,399 |
RICE HALL JAMES2 years Filed as: RICE HALL JAMES & ASSOCIATES, LLC Service code 28 · EIN 43-1992528 | Investment Management | $834,741 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $828,726 |
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 | $34,501 | $56,274-38.7% | $109,923-68.6% | $106,520-67.6% |
| Participation rate | 48.3% | 46.3%+2.1pp | 74.2%-25.9pp | 71.3%-23.0pp |
| Annual return | 13.07% | 27.85%-14.8pp | 29.46%-16.4pp | 19.28%-6.2pp |
| Employer contribution / active EE | $786 | $1,010-22.1% | $2,844-72.4% | $2,840-72.3% |
| Participant deferral / active EE | $1,072 | $1,973-45.7% | $4,048-73.5% | $4,948-78.3% |
| Admin fee / account holder | $36 | $57-36.1% | $6,070-99.4% | $75-51.1% |