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 | $118,324 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO, NA Service code 21 · EIN 45-3056700 | Bank Trustee | $114,149 |
SUNTRUST BANKS, INC.4+ years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 28 · EIN 56-2226389 | Investment Management | $99,411 |
AON CONSULTING4+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $93,109 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $43,527 |
CARDINAL INVESTMENT ADVISORS4+ years Filed as: CARDINAL INVESTMENT ADVISORS LLC Service code 28 · EIN 36-4464580 | Investment Management | $25,000 |
NEUBERGER BERMAN4+ years Service code 28 · EIN 13-5221910 | Investment Management | $21,150 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $16,250 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -7.03% | -1.12%-5.9pp | -2.18%-4.8pp | 0.19%-7.2pp |
| Employer contribution / active EE | $1,049 | $12,052-91.3% | $38,751-97.3% | $13,763-92.4% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |