Filed July 17, 2002 (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.
| Provider | Service type | Compensation |
|---|---|---|
INSIGHT NORTH AMERICA LLC2 years Filed as: INSIGHT NORTH AMERICA Service code 28 · EIN 82-0983489 | Investment Management | $139,000 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST Service code 21 · EIN 56-0939887 | Bank Trustee | $100,201 |
DIAMOND HILL8+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT Service code 28 · EIN 31-1019984 | Investment Management | $83,000 |
MCGRIFF INSURANCE SERVICES4 years Service code 11 · EIN 56-1623293 | Actuarial | $63,501 |
GOLDMAN SACHS8+ years Filed as: DSM CAPITAL PARTNERS LLC Service code 28 · EIN 31-1770164 | Investment Management | $45,949 |
Filed as: CONESTOGA CAPITAL ADVISORS LLC Service code 28 · EIN 23-3072906 | Investment Management | $45,714 |
Service code 28 · EIN 13-4194623 | Investment Management | $38,348 |
SUNTRUST BANKS, INC.2 years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 28 · EIN 42-1658828 | Investment Management | $20,288 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -12.18% | -10.35%-1.8pp | -38.86%+26.7pp | 2.78%-15.0pp |
| Employer contribution / active EE | $0 | $8,768-100.0% | $37,756-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |