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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $97,014 |
SYNOVUS TRUST COMPANY8+ years Filed as: SYNOVUS SECURITIES INC Service code 17 PO BOX 2628 · COLUMBUS, GA 31902 | Pension Consulting | $41,529 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $22,675 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 4211 S. 102ND ST · OMAHA, NE 68127 | Securities brokerage | $5 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,472 | $64,612-38.9% | $86,451-54.3% | $64,824-39.1% |
| Participation rate | 91.2% | 81.5%+9.7pp | 80.3%+10.9pp | 71.5%+19.7pp |
| Annual return | -13.62% | 0.66%-14.3pp | 4398.51%-4412.1pp | 32.84%-46.5pp |
| Employer contribution / active EE | $6,048 | $2,744+120.4% | $3,770+60.4% | $2,507+141.2% |
| Participant deferral / active EE | $8,809 | $7,497+17.5% | $6,953+26.7% | $4,311+104.3% |
| Admin fee / account holder | $1 | $169-99.3% | $6,734-100.0% | $188-99.4% |