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 | $263,992 |
BANCO POPULAR DE PUERTO RICO5+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $32,901 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Custodial (securities); Trustee (dire... | $28,545 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 27 · EIN 94-3112180 | Advisory (Plan) | $17,400 |
INVESCO5+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $12,627 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $9,035 |
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 | $11,800 | $49,890-76.3% | $104,656-88.7% | $106,273-88.9% |
| Participation rate | 78.6% | 45.0%+33.6pp | 74.1%+4.5pp | 70.8%+7.8pp |
| Annual return | 15.23% | 18.07%-2.8pp | 340.70%-325.5pp | 21.70%-6.5pp |
| Employer contribution / active EE | $637 | $809-21.3% | $2,682-76.2% | $2,722-76.6% |
| Participant deferral / active EE | $697 | $1,699-58.9% | $3,738-81.3% | $4,601-84.8% |
| Admin fee / account holder | $36 | $56-36.5% | $6,466-99.4% | $78-54.4% |