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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCGRIFF INSURANCES SERVICES, INC. Service code 11 · EIN 56-1623293 | Actuarial | $22,542 |
Filed as: BB&T INSTITUTIONAL INVESTMENT ADVIS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $14,543 |
DMJ & CO., PLLC3 years Filed as: DMJ & CO. PLLC Service code 10 · EIN 56-0570567 703 GREEN VALLEY ROAD, SUITE 201 · GREENSBORO, NC 27408 | Accounting | $10,885 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -8.07% | -2.51%-5.6pp | -102.04%+94.0pp | -0.69%-7.4pp |
| Employer contribution / active EE | $40 | $11,346-99.7% | $36,232-99.9% | $16,786-99.8% |
| Participant deferral / active EE | $2,780 | $324+758.6% | $47+5767.4% | $525+429.2% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |