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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 | Other services; Participant communica... | $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 | $68,607+58.9% | $147,027-25.8% | $64,340+69.5% |
| Participation rate | 99.3% | 50.4%+48.9pp | 73.7%+25.6pp | 55.2%+44.1pp |
| Annual return | 6.02% | 13.75%-7.7pp | 20.23%-14.2pp | 24.14%-18.1pp |
| Employer contribution / active EE | $4,054 | $1,554+160.8% | $3,626+11.8% | $1,862+117.8% |
| Participant deferral / active EE | $2,464 | $2,402+2.6% | $4,933-50.1% | $2,980-17.3% |
| Admin fee / account holder | $383 | $3,287-88.4% | $12,223-96.9% | $3,703-89.7% |