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 |
|---|---|---|
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $255,264 |
Service code 37 · EIN 04-2647786 | Loan Processing | $225,994 |
THOMPSON, SIEGEL & WALMSLEY2 years Filed as: THOMPSON, SIEGEL & WALMSLEY LLC Service code 51 · EIN 54-0854396 | Investment Mgmt Fees | $184,311 |
ALGER2 years Filed as: FRED ALGER MANAGEMENT, INC. Service code 51 · EIN 13-2510833 | Investment Mgmt Fees | $178,408 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $166,709 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $162,655 |
Service code 51 · EIN 75-2403190 | Investment Mgmt Fees | $156,821 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $140,758 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $218,130 | $113,995+91.4% | $127,803+70.7% | $77,775+180.5% |
| Participation rate | 99.7% | 85.7%+14.0pp | 79.0%+20.7pp | 73.2%+26.5pp |
| Annual return | 20.32% | 26.09%-5.8pp | 26.14%-5.8pp | 32.58%-12.3pp |
| Employer contribution / active EE | $17,794 | $6,012+196.0% | $4,576+288.9% | $2,504+610.6% |
| Participant deferral / active EE | $11,213 | $7,267+54.3% | $6,023+86.2% | $3,966+182.7% |
| Admin fee / account holder | $400 | $108+271.4% | $9,399-95.7% | $100+299.9% |