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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 | $106,264-38.2% | $147,117-55.4% | $77,762-15.6% |
| Participation rate | 95.2% | 78.4%+16.8pp | 82.2%+13.1pp | 70.6%+24.6pp |
| Annual return | 42.05% | 56.94%-14.9pp | 420.54%-378.5pp | 31.27%+10.8pp |
| Employer contribution / active EE | $6,064 | $4,074+48.9% | $4,932+22.9% | $2,728+122.3% |
| Participant deferral / active EE | $7,739 | $8,003-3.3% | $8,065-4.0% | $4,651+66.4% |
| Admin fee / account holder | $151 | $334-54.8% | $12,993-98.8% | $433-65.1% |