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 SERVICES5 years Service code 11 · EIN 56-1623293 | Actuarial | $106,438 |
SUNTRUST BANKS, INC.5 years Filed as: TRUIST BANK (FKA BRANCH BANKING) Service code 21 · EIN 56-1074313 | Bank Trustee | $9,500 |
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $5,500 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $5,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 6.98% | 18.04%-11.1pp | 32.33%-25.3pp | 37.77%-30.8pp |
| Employer contribution / active EE | $6,414 | $10,357-38.1% | $33,964-81.1% | $15,798-59.4% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |