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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 56-1623293 | Actuarial | $31,641 |
SHDR IA2+ years Filed as: SHDR INVESTMENT ADVISORS, INC. Service code 27 · EIN 57-0956597 | Advisory (Plan) | $11,000 |
SUNTRUST BANKS, INC.2+ years Filed as: BRANCH BANKING AND TRUST Service code 21 · EIN 56-1368984 | Bank Trustee | $9,500 |
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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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 3.37% | 5.09%-1.7pp | 5.00%-1.6pp | 7.18%-3.8pp |
| Employer contribution / active EE | $2,946 | $7,393-60.1% | $35,918-91.8% | $13,095-77.5% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |