Filed July 12, 1994
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $180,036 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 28 · EIN 56-1074313 | Investment Management | $86,250 |
BCG SECURITIES2 years Filed as: BCG PENSION RISK CONSULTANTS Service code 28 · EIN 47-3313152 | Investment Management | $70,000 |
SLC MANAGEMENT2 years Filed as: SUN LIFE INVESTMENTMANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $21,028 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $3,336 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $318,230-100.0% | $306,246-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 62.9%-62.9pp | 55.8%-55.8pp |
| Annual return | -66.95% | 37.66%-104.6pp | 35.14%-102.1pp | 24.42%-91.4pp |
| Employer contribution / active EE | $6,777,013 | $48,345+13918.0% | $46,378+14512.6% | $41,338+16294.1% |
| Participant deferral / active EE | $0 | $63-100.0% | $69-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,079-100.0% |