Filed January 31, 2002 (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.
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Service code 11 · EIN 91-0675641 | Actuarial | $55,382 |
SMITH LEONARD PLLC1 year Service code 10 · EIN 20-5907591 | Accounting | $10,000 |
MMA SECURITIES LLC2 years Service code 28 · EIN 22-3570392 | Investment Management | $8,700 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST Service code 18 · EIN 56-1074313 | Investment management fees paid direc... | $5,416 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $116,914-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 11.63% | 5.81%+5.8pp | 8.92%+2.7pp | 7.65%+4.0pp |
| Employer contribution / active EE | $10,835 | $11,440-5.3% | $24,457-55.7% | $20,582-47.4% |
| Participant deferral / active EE | $0 | $26-100.0% | $14-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $692-100.0% | $193-100.0% |