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| Provider | Service type | Compensation |
|---|---|---|
SYNOVUS TRUST COMPANY1 year Filed as: SYNOVUS SECURITIES Service code 55 · EIN 58-1625031 | Other Commissions | $21,213 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,625 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,494 | $75,183-40.8% | $123,894-64.1% | $55,167-19.3% |
| Participation rate | 99.6% | 72.8%+26.7pp | 81.4%+18.2pp | 69.0%+30.6pp |
| Annual return | 16.08% | 19.01%-2.9pp | 47.52%-31.4pp | 169.23%-153.2pp |
| Employer contribution / active EE | $7,155 | $2,823+153.4% | $4,617+55.0% | $1,963+264.6% |
| Participant deferral / active EE | $5,459 | $5,084+7.4% | $5,984-8.8% | $3,054+78.7% |
| Admin fee / account holder | $12 | $663-98.3% | $8,357-99.9% | $504-97.7% |