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 |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO, NA Service code 21 · EIN 45-3056700 | Bank Trustee | $88,783 |
AON CONSULTING5+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $87,928 |
SUNTRUST BANKS, INC.5+ years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 28 · EIN 56-2226389 | Investment Management | $76,394 |
TOBACCO FREE INTL VALUE1 year Service code 28 · EIN 36-7243326 | Investment Management | $67,380 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7045783 | Investment Management | $53,054 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $52,578 |
NEUBERGER BERMAN5+ years Service code 28 · EIN 13-5221910 | Investment Management | $17,483 |
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $16,800 |
CARDINAL INVESTMENT ADVISORS5+ years Filed as: CARDINAL INVESTMENT ADVISORS LLC Service code 28 · EIN 36-4464580 | Investment Management | $15,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 16.07% | 33.70%-17.6pp | 14.64%+1.4pp | 53.27%-37.2pp |
| Employer contribution / active EE | $4,722 | $14,473-67.4% | $41,831-88.7% | $14,774-68.0% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |