Filed December 18, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $907,432 |
LEGAL & GENERAL INVESTMENT10+ years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $504,260 |
ROBECO INVESTMENT MANAGEMENT10+ years Filed as: ROBECO Service code 28 · EIN 98-0020274 | Investment Management | $340,377 |
SUNTRUST BANKS, INC.5 years Filed as: TRUIST Service code 19 · EIN 56-1074313 | Securities Custodian | $287,299 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $221,322 |
Filed as: CAP TRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $86,550 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 0.07% | 17.72%-17.7pp | 148.78%-148.7pp | 9.30%-9.2pp |
| Employer contribution / active EE | $0 | $3,186-100.0% | $26,858-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |