Filed April 24, 2012 (most recent of 2 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: NEXT CENTURY Service code 51 · EIN 41-1923871 | Investment Mgmt Fees | $663,112 |
Service code 37 · EIN 04-2647786 | Loan Processing | $627,735 |
THOMPSON, SIEGEL & WALMSLEY1+ years Service code 51 · EIN 54-0854396 | Investment Mgmt Fees | $429,766 |
Service code 51 · EIN 75-2403190 | Investment Mgmt Fees | $333,680 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 27 · EIN 30-0835489 | Advisory (Plan) | $282,625 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $154,307 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,914 | $88,646+48.8% | $90,223+46.2% | $59,188+122.9% |
| Participation rate | 96.7% | 84.8%+11.9pp | 79.0%+17.6pp | 69.4%+27.2pp |
| Annual return | -3.59% | 11.82%-15.4pp | 1.31%-4.9pp | 5.51%-9.1pp |
| Employer contribution / active EE | $12,666 | $5,463+131.9% | $4,378+189.3% | $2,098+503.7% |
| Participant deferral / active EE | $8,549 | $6,586+29.8% | $5,792+47.6% | $3,265+161.8% |
| Admin fee / account holder | $476 | $63+657.7% | $7,406-93.6% | $92+416.1% |