Filed February 7, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.4+ years Filed as: SUNTRUST BANK Service code 21 · EIN 58-0466330 | Bank Trustee | $174,815 |
RIVERBRIDGE PARTNERS4+ years Service code 27 · EIN 41-1930193 | Advisory (Plan) | $132,661 |
CALLAN ASSOCIATES2 years Filed as: CALLAN ASSOCIATES, INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $132,159 |
BOSTON PARTNERS3 years Service code 27 · EIN 98-0202744 | Advisory (Plan) | $121,153 |
RICHMOND CAPITAL MANAGEMENT4+ years Filed as: RICHMOND CAPITAL MGMT. Service code 27 · EIN 54-1288566 | Advisory (Plan) | $86,572 |
LOGAN CIRCLE PARTNERS, LP3 years Filed as: LOGAN CIRCLE PARTNERS, LP. Service code 27 · EIN 20-8262386 | Advisory (Plan) | $79,798 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD ASSET MGMT. Service code 27 · EIN 98-0437848 | Advisory (Plan) | $18,731 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 27 · EIN 94-3112180 | Advisory (Plan) | $13,108 |
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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 | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | 1.88% | 16.96%-15.1pp | -102.04%+103.9pp | 73.13%-71.3pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $36,232-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $110-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $12,721-100.0% | - |