Filed May 1, 2014 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 1100 REYNOLDS BLVD · WINSTON-SALEM, NC 27105 | Actuarial | $164,474 |
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST BANK Service code 13 · EIN 59-3482833 303 PEACHTREE STREET, NE · ATLANTA, GA 30308 | Contract Administrator | $80,534 |
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 27 701 MARKET ST. · ST. LOUIS, MO 63101 | Advisory (Plan) | $25,665 |
Filed as: BRANDYWINE INVESTMENT TRUST Service code 27 · EIN 51-0412248 2929 ARCH ST, 8TH FLOOR · PHILADELPHIA, PA 19104 | Advisory (Plan) | $16,501 |
PRINCIPAL REAL ESTATE DEBT FUND1+ years Service code 27 · EIN 46-3490953 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $2,142 |
RODEFER MOSS & CO, PLLC1+ years Filed as: RODEFER & MOSS, PLLC Service code 10 · EIN 62-1690032 433 E CENTER ST · KINGSPORT, TN 37660 | Accounting | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 2 reportable transactions
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | -2.26% | 5.09%-7.3pp | 5.00%-7.3pp | 7.18%-9.4pp |
| Employer contribution / active EE | $27,321 | $7,393+269.6% | $35,918-23.9% | $13,095+108.6% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |