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.5+ years Filed as: MILLIMAN, INC Service code 11 3424 PEACHTREE ROAD, NE. STE 1900 · ATLANTA, GA 30326 | Actuarial | $54,915 |
SUNTRUST BANKS, INC.5+ years Filed as: SUNTRUST Service code 21 303 PEACHTREE STREET, 2ND FLOOR · ATLANTA, GA 30308 | Bank Trustee | $49,634 |
LCG ASSOCIATES, INC.5+ years Filed as: LCG ASSOCIATES Service code 17 400 GALLERIA PARKWAY, STE 1800 · ATLANTA, GA 30339 | Pension Consulting | $37,329 |
WEDGE CAPITAL MANAGEMENT5+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 301 S COLLEGE ST. · CHARLOTTE, NC 28202 | Investment Management | $35,582 |
GARCIA HAMILTON & ASSOCIATES4 years Service code 28 1401 MCKINNEY SUITE 1600 · HOUSTON, TX 77010 | Investment Management | $31,004 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 3630 PEACHTREE ROAD NE, STE 600 · ATLANTA, GA 30326 | Accounting | $17,500 |
OPPENHEIMER4 years Filed as: OPPENHEIMER FUNDS, INC. Service code 28 225 LIBERTY STREET · NEW YORK, NY 102811008 | Investment Management | $9,062 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 12.41% | 221.56%-209.2pp | 29.77%-17.4pp | 53.27%-40.9pp |
| Employer contribution / active EE | $20,000 | $12,096+65.3% | $33,607-40.5% | $14,774+35.4% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |