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| Provider | Service type | Compensation |
|---|---|---|
SYNOVUS TRUST COMPANY3 years Filed as: SYNOVUS TRUST COMPANY, NA Service code 27 · EIN 58-2145977 | Advisory (Plan) | $14,628 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Other services; Participant communica... | $8,588 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,842 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,484 | $65,453+21.4% | $86,698-8.3% | $66,938+18.7% |
| Participation rate | 33.7% | 75.5%-41.7pp | 76.6%-42.9pp | 69.8%-36.1pp |
| Annual return | -17.47% | -10.89%-6.6pp | 35.95%-53.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $851 | $2,154-60.5% | $2,837-70.0% | $2,545-66.6% |
| Participant deferral / active EE | $1,313 | $4,102-68.0% | $4,656-71.8% | $4,238-69.0% |
| Admin fee / account holder | $459 | $642-28.5% | $7,493-93.9% | $594-22.7% |