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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 28 · EIN 59-1237041 | Investment Management | $432,372 |
Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $148,342 |
SUNTRUST BANKS, INC.1 year Filed as: BRANCH BANKING AND TRUST CO. Service code 21 200 W. 2ND STREET · WINSTON-SALEM, NC 27101 | Bank Trustee | $67,742 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN CAPITAL MANAGMENT Service code 28 · EIN 27-4453139 | Investment Management | $34,991 |
EDGEWOOD MANAGEMENT LLC1 year Filed as: EDGEWOOD MANAGMENT LLC Service code 28 535 MADISON AVE · NEW YORK, NY 10022 | Investment Management | $30,727 |
LEGG MASON1 year Filed as: LEGG MASON INVESTOR SERVICES, LLC Service code 28 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Investment Management | $23,795 |
AMERICAN REALTY ADVISORS1 year Filed as: MACKAY SHIELDS Service code 28 1345 6TH AVE · NEW YORK, NY 10105 | Investment Management | $6,918 |
ARCHSTONE OFFSHORE FUND LTD2 years Filed as: ARCHSTONE OFFSHORE FUND LTD. Service code 28 | Investment Management | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -4.76% | -2.48%-2.3pp | -102.04%+97.3pp | 0.19%-5.0pp |
| Employer contribution / active EE | $1,282 | $7,648-83.2% | $36,232-96.5% | $13,763-90.7% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |