Filed October 18, 2004
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 |
|---|---|---|
AON CONSULTING4+ years Service code 11 · EIN 22-2232264 | Actuarial | $1,543,110 |
CORTINA1 year Filed as: CORTINA ASSET MANAGEMENT Service code 28 · EIN 56-2450074 | Investment Management | $1,183,973 |
ARTISAN PARTNERS1 year Service code 28 · EIN 30-0551775 | Investment Management | $1,006,884 |
SUNTRUST BANKS, INC.4+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 21 · EIN 56-1074313 | Bank Trustee | $522,048 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $315,550 |
Service code 28 · EIN 80-0175963 | Investment Management | $83,686 |
KILPATRICK TOWNSEND4+ years Filed as: KILPATRICK TOWNSEND ATTORNEYS Service code 29 · EIN 58-0511774 | Legal | $37,901 |
Service code 28 · EIN 95-4299348 | Investment Management | $22,500 |
BLACKSTONE2 years Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $11,901 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -6.21% | -4.58%-1.6pp | -2.18%-4.0pp | -1.95%-4.3pp |
| Employer contribution / active EE | $6,323 | $6,699-5.6% | $38,751-83.7% | $9,243-31.6% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |