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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $633,100 |
Filed as: NEXT CENTURY GROWTH INVESTORS LLC Service code 51 · EIN 41-1923871 | Investment Mgmt Fees | $589,570 |
THOMPSON, SIEGEL & WALMSLEY2+ years Service code 51 · EIN 54-0854396 | Investment Mgmt Fees | $408,710 |
Service code 51 · EIN 75-2403190 | Investment Mgmt Fees | $328,978 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $296,161 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $145,421 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,878 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,247 | $98,217+50.9% | $105,754+40.2% | $63,975+131.7% |
| Participation rate | 97.3% | 81.9%+15.5pp | 78.9%+18.4pp | 71.1%+26.2pp |
| Annual return | 8.78% | 20.18%-11.4pp | 12.25%-3.5pp | 48.65%-39.9pp |
| Employer contribution / active EE | $15,366 | $4,802+220.0% | $4,079+276.7% | $2,182+604.3% |
| Participant deferral / active EE | $10,880 | $6,019+80.8% | $5,326+104.3% | $3,356+224.1% |
| Admin fee / account holder | $508 | $70+627.8% | $8,309-93.9% | $70+620.8% |