Filed November 9, 2005 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $359,013 |
CONNING, INC.2 years Service code 28 · EIN 43-1267103 | Investment Management | $267,579 |
Filed as: TAFT STETTINIUS & HOLLISTER Service code 29 111 WACKER AVENUE · CHICAGO, IL 60601 | Legal | $129,169 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST, INC. Service code 21 · EIN 52-2229825 | Bank Trustee | $41,632 |
PRIME, BUCHHOLZ & ASSOCIATES3 years Filed as: PRIME, BUCHHOLZ AND ASSOCIATES, INC Service code 28 · EIN 02-0426421 | Investment Management | $41,110 |
KPMG LLP4 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $27,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $38,981-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.6%-3.6pp |
| Annual return | -2.59% | 14.66%-17.2pp | 11.38%-14.0pp | 11.84%-14.4pp |
| Employer contribution / active EE | $85,898 | $10,832+693.0% | $18,467+365.1% | $17,339+395.4% |
| Participant deferral / active EE | $0 | $28-100.0% | $71-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $786-100.0% | $409-100.0% |