Filed August 15, 2018 (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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $268,769 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 27 4208 SIX FORKS RD #1700 · RALEIGH, NC 27609 | Advisory (Plan) | $104,000 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 | Directed Trustee | $81,881 |
SLC MANAGEMENT1 year Filed as: SUN LIFE CAPITAL MANAGEMENT (SLC) Service code 28 1 SUN LIFE EXECUTIVE PARK · WELLESLEY HILLS, MA 02481 | Investment Management | $34,048 |
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $30,000 |
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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 12.01% | 8.84%+3.2pp | 12.68%-0.7pp | 9.11%+2.9pp |
| Employer contribution / active EE | $0 | $8,705-100.0% | $41,626-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |