Filed November 24, 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 |
|---|---|---|
Service code 11 · EIN 56-1623293 | Actuarial | $16,899 |
SHDR IA1+ years Filed as: SHDR INVESTMENT ADVISORS, INC. Service code 27 · EIN 57-0956597 | Advisory (Plan) | $13,750 |
SUNTRUST BANKS, INC.1+ years Filed as: BRANCH BANKING AND TRUST Service code 21 · EIN 56-1368984 | Bank Trustee | $9,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -1.75% | -0.96%-0.8pp | -2.01%+0.3pp | -0.60%-1.1pp |
| Employer contribution / active EE | $4,850 | $6,828-29.0% | $34,453-85.9% | $12,272-60.5% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |