Filed January 15, 2002 (most recent of 2 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 |
|---|---|---|
SUNTRUST BANKS, INC.2+ years Service code 21 303 PEACHTREE STREET, 15TH FL · ATLANTA, GA 30308 | Bank Trustee | $65,585 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 16 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Consulting | $30,000 |
BLAZEK & VETTERLING2+ years Filed as: BLAZEK & ASSOCIATES RETIREMENT SERV Service code 99 20 E TIMONIUM RD STE 201 · TIMONIUM, MD 21093 | Other Fees | $5,910 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $3,782 |
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 | $226,510 | $80,177+182.5% | $123,894+82.8% | $57,658+292.8% |
| Participation rate | 89.2% | 74.4%+14.8pp | 81.4%+7.8pp | 70.2%+19.0pp |
| Annual return | 7.63% | 17.90%-10.3pp | 47.52%-39.9pp | 5.13%+2.5pp |
| Employer contribution / active EE | $7,176 | $2,913+146.4% | $4,617+55.4% | $1,974+263.6% |
| Participant deferral / active EE | $8,349 | $5,130+62.7% | $5,984+39.5% | $3,061+172.8% |
| Admin fee / account holder | $184 | $106+73.3% | $8,357-97.8% | $95+94.9% |