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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,062 |
SYNOVUS TRUST COMPANY1 year Filed as: SYNOVUS SECURITIES Service code 27 · EIN 58-1625031 | Advisory (Plan) | $8,521 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,239 | $84,936-47.9% | $111,303-60.3% | $79,393-44.3% |
| Participation rate | 98.5% | 75.9%+22.7pp | 77.3%+21.2pp | 70.7%+27.8pp |
| Annual return | 8.66% | 17.45%-8.8pp | 54.66%-46.0pp | 116.87%-108.2pp |
| Employer contribution / active EE | $1,445 | $1,979-27.0% | $2,731-47.1% | $2,428-40.5% |
| Participant deferral / active EE | $1,955 | $3,888-49.7% | $4,487-56.4% | $4,046-51.7% |
| Admin fee / account holder | $137 | $537-74.5% | $7,966-98.3% | $627-78.1% |