Filed March 13, 1
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 |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 19 · EIN 91-0675641 | Securities Custodian | $569,800 |
TUCKER ARENSBERG2 years Filed as: TUCKER ARENSBERG PC Service code 29 · EIN 25-1425735 | Legal | $357,023 |
NORTHERN TRUST COMPANY9+ years Service code 28 · EIN 36-1561860 | Investment Management | $177,788 |
SUNTRUST BANKS, INC.5 years Filed as: SCOTT ROBERIE Service code 30 · EIN 52-6073909 | Other services; Employee (plan) | $91,186 |
MAUDELINE QUARRIE6 years Service code 30 · EIN 52-6073909 | Other services; Employee (plan) | $89,769 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $80,335 |
VITECH SYSTEMS GROUP9+ years Service code 16 · EIN 13-3785492 | Consulting | $79,971 |
NEPC, LLC9+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $65,539 |
Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $64,069 |
ALEXIS SUTLIFF1 year Filed as: ALEXIS COX Service code 30 · EIN 52-6073909 | Employee (plan); Other services | $63,020 |
Annual investment return 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 | $33,362 | $55,730-40.1% | $96,538-65.4% | $96,393-65.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.7pp | 71.3%+28.7pp |
| Annual return | 2.82% | 12.78%-10.0pp | 35.74%-32.9pp | 22.88%-20.1pp |
| Employer contribution / active EE | $4,492 | $4,014+11.9% | $3,740+20.1% | $3,239+38.7% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $173 | $105+64.1% | $6,737-97.4% | $74+134.2% |