Filed July 20, 2012 (most recent of 3 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 |
|---|---|---|
Filed as: SILCHESTER TOBACCO FREE INTL VALUE Service code 28 · EIN 36-7243326 | Investment Management | $189,772 |
AON CONSULTING3+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $101,518 |
SUNTRUST BANKS, INC.3+ years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 28 · EIN 56-2226389 | Investment Management | $93,705 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $52,503 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO, NA Service code 21 · EIN 45-3056700 | Bank Trustee | $46,081 |
NEUBERGER BERMAN3+ years Service code 28 · EIN 13-5221910 | Investment Management | $20,478 |
CARDINAL INVESTMENT ADVISORS3+ years Filed as: CARDINAL INVESTMENT ADVISORS LLC Service code 28 · EIN 36-4464580 | Investment Management | $20,000 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $16,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 12.86% | 13.03%-0.2pp | 10.36%+2.5pp | 23.90%-11.0pp |
| Employer contribution / active EE | $7,303 | $15,779-53.7% | $37,738-80.6% | $16,539-55.8% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |