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 | $154,012 |
BANCO POPULAR DE PUERTO RICO6+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $34,529 |
INVESCO6+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $12,009 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 27 · EIN 94-3112180 | Advisory (Plan) | $9,637 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $9,464 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Custodial (other than securities); In... | $9,166 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,279 | $56,274-78.2% | $109,923-88.8% | $106,520-88.5% |
| Participation rate | 79.1% | 46.3%+32.9pp | 74.2%+4.9pp | 71.3%+7.8pp |
| Annual return | 9.98% | 27.85%-17.9pp | 29.46%-19.5pp | 19.28%-9.3pp |
| Employer contribution / active EE | $688 | $1,010-31.9% | $2,844-75.8% | $2,840-75.8% |
| Participant deferral / active EE | $752 | $1,973-61.9% | $4,048-81.4% | $4,948-84.8% |
| Admin fee / account holder | $23 | $57-59.4% | $6,070-99.6% | $75-68.9% |