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| Provider | Service type | Compensation |
|---|---|---|
SYNOVUS TRUST COMPANY3 years Filed as: SYNOVUS SECURITIES Service code 55 · EIN 58-1625031 | Other Commissions | $45,558 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,870 |
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 | $58,339 | $75,388-22.6% | $123,552-52.8% | $55,725+4.7% |
| Participation rate | 99.6% | 75.7%+24.0pp | 82.3%+17.3pp | 70.9%+28.8pp |
| Annual return | -2.21% | 4.48%-6.7pp | 119.20%-121.4pp | 244.93%-247.1pp |
| Employer contribution / active EE | $7,634 | $3,063+149.2% | $4,628+65.0% | $2,078+267.4% |
| Participant deferral / active EE | $8,011 | $5,651+41.8% | $6,426+24.7% | $3,356+138.7% |
| Admin fee / account holder | $13 | $120-89.3% | $9,285-99.9% | $115-88.9% |