Filed October 18, 2004 (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: BOOMERSHINE CONSULTING GROUP LLC Service code 11 · EIN 20-8714603 | Actuarial | $88,081 |
SC&H ATTEST SERVICES, P.C.5 years Service code 10 · EIN 52-1743645 | Accounting | $27,700 |
SUNTRUST BANKS, INC.5 years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 21 · EIN 56-0939887 | Bank Trustee | $20,561 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $18,620 |
Service code 27 · EIN 47-4778650 | Advisory (Plan) | $17,588 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 9.26% | 9.72%-0.5pp | 10.75%-1.5pp | 13.24%-4.0pp |
| Employer contribution / active EE | $2,888 | $10,988-73.7% | $35,170-91.8% | $14,616-80.2% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |