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 | $20,198,631 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $2,472,041 |
LOOMIS SAYLES6 years Service code 28 · EIN 04-3200030 | Investment Management | $1,861,776 |
Service code 28 · EIN 04-3304963 | Investment Management | $1,838,842 |
NUVEEN3 years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $1,817,590 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $1,503,629 |
D. F. DENT & COMPANY, INC.3 years Filed as: D.F. DENT AND COMPANY, INC. Service code 28 · EIN 52-1045317 | Investment Management | $1,279,812 |
RICE HALL JAMES3 years Filed as: RICE HALL JAMES & ASSOCIATES, LLC Service code 28 · EIN 43-1992528 | Investment Management | $1,095,502 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $863,694 |
Service code 28 · EIN 13-3200244 | Investment Management | $590,191 |
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 | $36,564 | $48,447-24.5% | $91,215-59.9% | $89,433-59.1% |
| Participation rate | 47.0% | 46.5%+0.5pp | 73.2%-26.2pp | 71.3%-24.3pp |
| Annual return | 10.29% | -13.16%+23.4pp | 114.15%-103.9pp | -11.88%+22.2pp |
| Employer contribution / active EE | $851 | $1,115-23.7% | $2,852-70.2% | $3,021-71.8% |
| Participant deferral / active EE | $1,178 | $2,235-47.3% | $4,234-72.2% | $5,125-77.0% |
| Admin fee / account holder | $32 | $61-47.3% | $5,424-99.4% | $79-59.5% |