Filed February 7, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3+ years Filed as: SUNTRUST BANK Service code 21 · EIN 58-0466330 | Bank Trustee | $153,678 |
RIVERBRIDGE PARTNERS3+ years Service code 27 · EIN 41-1930193 | Advisory (Plan) | $130,516 |
CALLAN ASSOCIATES1 year Filed as: CALLAN ASSOCIATES, INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $127,258 |
BOSTON PARTNERS2 years Service code 27 · EIN 98-0202744 | Advisory (Plan) | $125,230 |
RICHMOND CAPITAL MANAGEMENT3+ years Filed as: RICHMOND CAPITAL MGMT. Service code 27 · EIN 54-1288566 | Advisory (Plan) | $84,117 |
LOGAN CIRCLE PARTNERS, LP2 years Filed as: LOGAN CIRCLE PARTNERS, LP. Service code 27 · EIN 20-8262386 | Advisory (Plan) | $64,802 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 27 · EIN 94-3112180 | Advisory (Plan) | $22,620 |
HOLLAND CAPITAL MANAGEMENT LLC3+ years Filed as: HOLLAND CAPITAL MGMT. Service code 27 · EIN 36-3753847 | Advisory (Plan) | $9,490 |
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Employer contribution per participant 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.
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 16.16% | 14.80%+1.4pp | 10.16%+6.0pp | 16.32%-0.2pp |
| Employer contribution / active EE | $0 | $5,344-100.0% | $33,192-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $0 | $48-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |