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 |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MCGRIFF, A MARSH & MCLENNAN COMPANY Service code 11 · EIN 26-3237576 | Actuarial | $152,737 |
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $11,000 |
SUNTRUST BANKS, INC.6 years Filed as: TRUIST BANK (FKA BRANCH BANKING) Service code 21 · EIN 56-1074313 | Bank Trustee | $9,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 4.94% | 8.46%-3.5pp | 9.82%-4.9pp | 8.76%-3.8pp |
| Employer contribution / active EE | $6,311 | $11,054-42.9% | $30,322-79.2% | $16,664-62.1% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |