Filed July 2, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 11 · EIN 34-1479833 | Actuarial | $160,605 |
SUNTRUST BANKS, INC.6 years Filed as: STERLING CAPITAL MANAGEMENT LL Service code 28 · EIN 42-1658828 | Investment Management | $84,541 |
CAPFINANCIAL PARTNERS LLC5 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $81,498 |
BCG SECURITIES2 years Filed as: BCG PENSION RISK CONSULTANTS Service code 28 · EIN 47-3313152 | Investment Management | $60,000 |
Service code 10 · EIN 51-0229493 | Accounting | $10,238 |
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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.
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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | -0.94% | 8.51%-9.5pp | 10.53%-11.5pp | 8.76%-9.7pp |
| Employer contribution / active EE | $0 | $16,216-100.0% | $26,797-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |