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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Service code 11 · EIN 22-2232264 | Actuarial | $1,868,614 |
WESTFIELD CAPITAL MANAGEMENT2 years Service code 28 · EIN 80-0175963 | Investment Management | $1,294,872 |
Filed as: SILVERCREST ASSET MANAGEMENT Service code 28 · EIN 45-5146560 | Investment Management | $606,778 |
CORTINA2 years Filed as: CORTINA ASSET MANAGEMENT Service code 28 · EIN 56-2450074 | Investment Management | $555,901 |
SUNTRUST BANKS, INC.5+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 21 · EIN 56-1074313 | Bank Trustee | $553,282 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $319,002 |
PATHWAY CAPITAL MANAGEMENT2 years Service code 28 · EIN 95-4299348 | Investment Management | $67,500 |
KILPATRICK TOWNSEND5+ years Filed as: KILPATRICK TOWNSEND ATTORNEYS Service code 29 · EIN 58-0511774 | Legal | $64,594 |
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 25.28% | 18.43%+6.9pp | 14.64%+10.6pp | 24.48%+0.8pp |
| Employer contribution / active EE | $33,793 | $6,699+404.5% | $41,831-19.2% | $9,418+258.8% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |