Filed April 27, 2009 (most recent of 4 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 |
|---|---|---|
SUNTRUST BANKS, INC.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $143,357 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP CONSULTING LLC Service code 27 1350 TREAT BLVD STE 300 · WALNUT CREEK, CA 94597 | Advisory (Plan) | $28,940 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,718 | $81,719-30.6% | $101,271-44.0% | $90,274-37.2% |
| Participation rate | 90.6% | 80.7%+9.8pp | 75.8%+14.8pp | 73.4%+17.2pp |
| Annual return | 17.64% | 337.64%-320.0pp | 46.48%-28.8pp | 53.97%-36.3pp |
| Employer contribution / active EE | $1,640 | $3,622-54.7% | $3,660-55.2% | $2,523-35.0% |
| Participant deferral / active EE | $4,858 | $3,310+46.8% | $4,371+11.1% | $4,231+14.8% |
| Admin fee / account holder | $129 | $162-20.3% | $5,948-97.8% | $114+13.1% |