Filed July 18, 2006 (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.
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $39,413 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
FRANK RUSSELL GROUP OF COMPANIES1+ years Service code 16 · EIN 02-6009593 | Consulting | $0 |
SUNTRUST BANKS, INC.1+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,579 | $54,281+30.0% | $60,547+16.6% | $59,188+19.2% |
| Participation rate | 84.0% | 66.8%+17.2pp | 68.0%+16.0pp | 69.4%+14.6pp |
| Annual return | 264.63% | 1.74%+262.9pp | 335.64%-71.0pp | 5.51%+259.1pp |
| Employer contribution / active EE | $0 | $2,031-100.0% | $2,419-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $2,355 | $2,789-15.6% | $3,328-29.2% | $3,265-27.9% |
| Admin fee / account holder | $8 | $64-87.3% | $4,536-99.8% | $92-91.1% |