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| Provider | Service type | Compensation |
|---|---|---|
MCGRIFF INSURANCE SERVICES4 years Filed as: MCGRIFF INSURANCES SERVICES, INC. Service code 11 · EIN 56-1623293 | Actuarial | $40,112 |
SUNTRUST BANKS, INC.3 years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $17,290 |
Filed as: CARR RIGGS & INGRAMS Service code 10 · EIN 72-1396621 | Accounting | $10,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 4.33% | 10.11%-5.8pp | 10.75%-6.4pp | 11.84%-7.5pp |
| Employer contribution / active EE | $1,299 | $14,976-91.3% | $35,170-96.3% | $17,339-92.5% |
| Participant deferral / active EE | $3,162 | $126+2400.0% | $82+3748.1% | $683+363.1% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |