Filed November 24, 2009 (most recent of 4 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 |
|---|---|---|
MCGRIFF INSURANCE SERVICES2 years Service code 11 · EIN 56-1623293 | Actuarial | $70,234 |
Filed as: BB&T INSTITUTIONAL INVESTMENT ADVI Service code 27 · EIN 57-0956597 | Advisory (Plan) | $11,000 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST BANK (FKA BRANCH BANKING) Service code 21 · EIN 56-1074313 | Bank Trustee | $9,500 |
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 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 7.41% | 10.64%-3.2pp | 90.61%-83.2pp | 11.45%-4.0pp |
| Employer contribution / active EE | $3,291 | $11,339-71.0% | $32,730-89.9% | $17,219-80.9% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |