Filed June 4, 2013 (most recent of 5 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $482,828 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 23 · EIN 59-1237041 | Securities brokerage; Redemption fees... | $432,023 |
SUNTRUST BANKS, INC.3 years Filed as: TRUIST BANK Service code 19 · EIN 56-1074313 | Securities Custodian | $113,663 |
EDGEWOOD MANAGEMENT LLC9 years Service code 28 600 STEAMBOAT ROAD · GREENWICH, CT 06830 | Investment Management | $22,138 |
WITHUMSMITH+BROWN, PC6 years Filed as: BROWN CAPITAL MANAGEMENT Service code 28 · EIN 27-4453139 | Investment Management | $6,057 |
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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 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 8.47% | 7.03%+1.4pp | 9.82%-1.3pp | 7.65%+0.8pp |
| Employer contribution / active EE | $0 | $15,106-100.0% | $30,322-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |