Filed December 22, 1992
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 |
|---|---|---|
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $116,000 |
CHEIRON6 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $73,488 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $64,583 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $49,750 |
SUNTRUST BANKS, INC.5 years Filed as: TRUIST BANK Service code 19 · EIN 56-1074313 | Securities Custodian | $20,363 |
NEWTOWER TRUST COMPANY4 years Service code 28 · EIN 30-0872552 | Investment Management | $17,364 |
SLEVIN & HART, P.C.9 years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $16,995 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $342,274-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 2.1%-2.1pp |
| Annual return | 9.61% | 8.01%+1.6pp | 8.34%+1.3pp | 7.65%+2.0pp |
| Employer contribution / active EE | $25,862 | $20,177+28.2% | $30,790-16.0% | $20,582+25.7% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $252-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $47,069-100.0% | $193-100.0% |