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| Provider | Service type | Compensation |
|---|---|---|
SYNOVUS TRUST COMPANY10+ years Filed as: SYNOVUS TRUST COMPANY, NA Service code 15 · EIN 58-2146977 | Recordkeeping | $44,190 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $12,302 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,219 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,024 | $64,890+68.0% | $134,172-18.7% | $67,986+60.4% |
| Participation rate | 99.3% | 48.5%+50.8pp | 72.5%+26.9pp | 57.2%+42.1pp |
| Annual return | 6.02% | 16.12%-10.1pp | 25.30%-19.3pp | 31.67%-25.6pp |
| Employer contribution / active EE | $4,054 | $1,360+198.1% | $3,420+18.5% | $2,019+100.8% |
| Participant deferral / active EE | $2,464 | $2,289+7.7% | $4,690-47.5% | $3,358-26.6% |
| Admin fee / account holder | $383 | $3,140-87.8% | $12,016-96.8% | $3,203-88.0% |