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| Provider | Service type | Compensation |
|---|---|---|
MCGRIFF INSURANCE SERVICES3 years Filed as: MCGRIFF INSURANCE SERVICES, INC. Service code 11 · EIN 56-1623293 3318 WEST FRIENDLY AVENUE · GREENSBORO, NC 27410 | Actuarial | $21,456 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $9,273 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $262,251-100.0% | $250,986-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 50.6%-50.6pp | 55.9%-55.9pp |
| Annual return | 11.62% | 34.49%-22.9pp | 32.33%-20.7pp | 24.44%-12.8pp |
| Employer contribution / active EE | $22,745 | $35,997-36.8% | $33,956-33.0% | $41,344-45.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |