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.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.4 years Filed as: BRANCH BANKING AND TRUST CO. Service code 21 200 W. 2ND STREET · WINSTON-SALEM, NC 27101 | Bank Trustee | $151,520 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 28 · EIN 59-1237041 | Investment Management | $112,740 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN CAPITAL MANAGEMENT Service code 28 · EIN 27-4453139 | Investment Management | $55,219 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $39,488 |
EDGEWOOD MANAGEMENT LLC6 years Service code 28 · EIN 20-4044179 | Investment Management | $26,467 |
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.
The auditor signed off without reservation. This is the cleanest 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 | 13.89% | 9.72%+4.2pp | 10.75%+3.1pp | 13.24%+0.7pp |
| Employer contribution / active EE | $0 | $10,988-100.0% | $35,162-100.0% | $14,616-100.0% |
| 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% |