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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $38,539 |
AVINTUS2+ years Service code 15 · EIN 04-3682160 | Recordkeeping | $5,109 |
SYNOVUS TRUST COMPANY2+ years Filed as: SYNOVUS SECURITIES INC Service code 17 PO BOX 2628 · COLUMBUS, GA 31902 | Pension Consulting | $0 |
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 | $26,930 | $56,287-52.2% | $80,977-66.7% | $62,881-57.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 8.47% | 22.13%-13.7pp | 17.11%-8.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $6,886 | $1,943+254.4% | $3,715+85.4% | $2,281+201.9% |
| Participant deferral / active EE | $6,450 | $4,196+53.7% | $5,696+13.2% | $3,203+101.4% |
| Admin fee / account holder | $321 | $3,742-91.4% | $5,517-94.2% | $4,296-92.5% |