Filed November 9, 2015 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
E CRAIG YOUNG7 years Filed as: CRAIG RYDER Service code 25 4029 CREED ROAD · KITTY HAWK, NC 27949 | Directed Trustee | $20,241 |
WITHUMSMITH+BROWN, PC6 years Filed as: BROWN, EDWARDS & COMPANY LLP Service code 10 · EIN 54-0504608 319 MCCLANAHAN ST, SW · ROANOKE, VA 24014 | Accounting | $17,760 |
SUNTRUST BANKS, INC.10+ years Filed as: SUNTRUST Service code 28 · EIN 58-0446330 1010 MAIN STREET · LYNCHBURG, VA 24505 | Investment Management | $1,043 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $593,325 | $129,227+359.1% | $184,256+222.0% | $77,762+663.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 17.00% | 33.24%-16.2pp | 28.85%-11.8pp | 31.27%-14.3pp |
| Employer contribution / active EE | $18,516 | $4,412+319.6% | $6,427+188.1% | $2,728+578.7% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $102 | $256-60.3% | $13,899-99.3% | $433-76.5% |