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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $98,744 |
SYNOVUS TRUST COMPANY1 year Filed as: SYNOVUS SECURITIES, INC. Service code 27 · EIN 58-1625031 | Advisory (Plan) | $49,563 |
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 | $65,666 | $106,110-38.1% | $147,005-55.3% | $77,671-15.5% |
| Participation rate | 95.2% | 78.4%+16.8pp | 82.2%+13.1pp | 70.6%+24.7pp |
| Annual return | 42.05% | 56.77%-14.7pp | 418.76%-376.7pp | 31.21%+10.8pp |
| Employer contribution / active EE | $6,064 | $4,065+49.2% | $4,934+22.9% | $2,726+122.4% |
| Participant deferral / active EE | $7,739 | $7,992-3.2% | $8,070-4.1% | $4,648+66.5% |
| Admin fee / account holder | $151 | $338-55.3% | $13,006-98.8% | $430-64.9% |