Filed February 28, 2006 (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.
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| Provider | Service type | Compensation |
|---|---|---|
SILVANT CAPITAL MANAGEMENT5 years Service code 28 · EIN 58-1604573 | Investment Management | $300,000 |
AON CONSULTING3 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $134,604 |
AXA EQUITABLE LIFE INSURANCE CO9+ years Filed as: AXA EQUITABLE Service code 13 · EIN 13-5570651 | Contract Administrator | $113,269 |
SUNTRUST BANKS, INC.3 years Filed as: TRUIST BANK Service code 13 | Contract Administrator | $83,038 |
FREED MAXICK CPAS PC1 year Filed as: FREED MAXICK Service code 10 | Accounting | $43,650 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 8.93% | 20.09%-11.2pp | 15.31%-6.4pp | 37.77%-28.8pp |
| Employer contribution / active EE | $0 | $15,382-100.0% | $28,686-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |