Filed April 19, 1995
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.
| Provider | Service type | Compensation |
|---|---|---|
I.B.E.W.3+ years Service code 14 · EIN 53-0088380 | Plan Administrator | $2,850,000 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $1,365,055 |
ULLICO3+ years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $1,011,250 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $603,558 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $599,322 |
SUNTRUST BANKS, INC.3+ years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 28 · EIN 42-1658828 | Investment Management | $538,507 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $441,346 |
Filed as: POTTS-DUPRE, HAWKINS & KRAMER, CHTD Service code 29 · EIN 52-1660807 | Legal | $398,752 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $312,094 |
CS CAPITAL MANAGEMENT, INC.3+ years Service code 27 · EIN 58-1973304 | Advisory (Plan) | $228,854 |
Participant contribution per participant 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 | $0 | $0 | $204,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 87.2%-87.2pp | 0.0%0pp |
| Annual return | 8.99% | 4.88%+4.1pp | 1.17%+7.8pp | 4.88%+4.1pp |
| Employer contribution / active EE | $0 | $0 | $3,236-100.0% | - |
| Participant deferral / active EE | $206 | $2060% | $9,535-97.8% | $2060% |
| Admin fee / account holder | $0 | $0 | $4,140-100.0% | - |