Filed February 28, 2006 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT2 years Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 27 500 FIFTH AVENUE · NEW YORK, NY 10110 | Advisory (Plan) | $158,935 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $108,178 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $24,699 |
SUNTRUST BANKS, INC.4 years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 21 200 W 2ND ST · WINSTON SALEM, NC 27101 | Bank Trustee | $13,308 |
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Employer contribution per participant 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 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 7.18% | 9.72%-2.5pp | 10.75%-3.6pp | 13.24%-6.1pp |
| Employer contribution / active EE | $1,356 | $10,988-87.7% | $35,165-96.1% | $14,616-90.7% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |