Filed October 21, 2002
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 |
|---|---|---|
MILLIMAN, INC.9+ years Filed as: MILLIMAN, INC Service code 11 3424 PEACHTREE ROAD, NE. STE 1900 · ATLANTA, GA 30326 | Actuarial | $260,428 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 71 SOUTH WACKER DR., STE 800 · CHICAGO, IL 60606 | Investment Management | $58,104 |
Filed as: SMITH GAMBRELL & RUSSELL LLP Service code 29 1230 PEACHTREE ST NE, STE 3100 · ATLANTA, GA 30309 | Legal | $42,759 |
WINDHAM BRANNON5 years Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 3630 PEACHTREE ROAD NE, STE 600 · ATLANTA, GA 30326 | Accounting | $24,556 |
SUNTRUST BANKS, INC.3 years Filed as: TRUIST Service code 21 303 PEACHTREE STREET, 2ND FLOOR · ATLANTA, GA 30308 | Bank Trustee | $18,288 |
LCG ASSOCIATES, INC.9+ years Filed as: LCG ASSOCIATES Service code 17 400 GALLERIA PARKWAY, STE 1800 · ATLANTA, GA 30339 | Pension Consulting | $11,946 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $195,758-100.0% | $182,032-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | -0.40% | 3.72%-4.1pp | 7.70%-8.1pp | 24.42%-24.8pp |
| Employer contribution / active EE | $0 | $38,217-100.0% | $28,478-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,079-100.0% |