Filed June 15, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MCGRIFF INSURANCE SERVICES3 years Filed as: MCGRIFF INSURANCE SERVICES, INC. Service code 11 · EIN 56-1623293 | Actuarial | $16,780 |
Filed as: BB&T INSTITUTIONAL INVESTMENT ADVIS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $14,293 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK (FKA BB&T COMPANY) Service code 21 · EIN 56-1074313 | Bank Trustee | $11,171 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,025-100.0% | $220,428-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 38.3%-38.3pp | 43.5%-43.5pp | 13.5%-13.5pp |
| Annual return | 9.19% | 9.03%+0.2pp | 90.61%-81.4pp | 9.29%-0.1pp |
| Employer contribution / active EE | $2,948 | $14,065-79.0% | $32,730-91.0% | $15,168-80.6% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,029-100.0% | $12,805-100.0% | $2,037-100.0% |