Filed June 15, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCGRIFF INSURANCE SERVICES, INC. Service code 11 · EIN 56-1368984 | Actuarial | $26,386 |
BB&T1 year Service code 27 · EIN 57-0956597 | Advisory (Plan) | $20,858 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | -3.72% | -2.89%-0.8pp | -102.04%+98.3pp | 10.56%-14.3pp |
| Employer contribution / active EE | $1,838 | $14,715-87.5% | $36,232-94.9% | $13,643-86.5% |
| Participant deferral / active EE | $0 | $46-100.0% | $48-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |