Filed January 12, 2021 (most recent of 3 filings on file)
Total covered: 2,125 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST BANK Service code 21 · EIN 58-1575035 | Bank Trustee | $171,622 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 655 ATLANTIC AVE · BOSTON, MA 02111 | Investment Management | $79,951 |
BOSTON PARTNERS1+ years Service code 28 909 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $70,464 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CONSULTING GROUP Service code 28 309 E PACES FERRY RD NE · ATLANTA, GA 30305 | Investment Management | $41,153 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 28 856 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $16,237 |
WEDGEWOOD PARTNERS INC1+ years Filed as: WEDGEWOOD PARTNERS, INC. Service code 28 · EIN 43-1468106 | Investment Management | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 21.75% | 34.64%-12.9pp | 20.73%+1.0pp | 21.83%-0.1pp |
| Employer contribution / active EE | $1,337 | $7,654-82.5% | $36,503-96.3% | $12,237-89.1% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |