Filed August 28, 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.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.6 years Filed as: STERLING CAPITAL MANAGEMENT Service code 28 4350 CONGRESS STREET, STE 1000 · CHARLOTTE, NC 28209 | Investment Management | $239,071 |
Filed as: FIRST REPUBLIC BANK Service code 28 601 W MARKET STREET · LOUISVILLE, KY 40202 | Investment Management | $231,581 |
PNC BANK, N.A.6 years Filed as: PNC CAPITAL ADVISORS Service code 28 P.O. BOX 91249 · CLEVELAND, OH 441013249 | Investment Management | $191,854 |
Filed as: WALTER SCOTT & PARTNERS Service code 28 | Investment Management | $183,125 |
WELLS FARGO BANK, N.A.8+ years Service code 26 · EIN 41-0449260 | Advisory (Participants) | $160,415 |
LINCOLN NATIONAL CORPORATION8+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 20 · EIN 35-0472300 | Trustee (individual) | $160,060 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON TRUST Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $124,682 |
BUCK GLOBAL, LLC4 years Service code 11 110 W. BERRY ST., SUITE 1300 · FORT WAYNE, IN 46802 | Actuarial | $97,765 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS TRUMBULL Service code 28 10 STATE HOUSE SQUARE #15 · HARTFORD, CT 06103 | Investment Management | $92,063 |
Filed as: HIGHLAND ASSOCIATES, INC. Service code 16 2545 HIGHLAND AVE SOUTH, STE 200 · BIRMINGHAM, AL 35205 | Consulting | $45,426 |
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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -12.02% | -2.41%-9.6pp | -38.86%+26.8pp | 23.41%-35.4pp |
| Employer contribution / active EE | $4,692 | $7,691-39.0% | $37,756-87.6% | $12,650-62.9% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |