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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $83,782 |
SYNOVUS TRUST COMPANY5 years Filed as: SYNOVUS TRUST COMPANY, NA Service code 26 · EIN 58-2146977 | Advisory (Participants) | $25,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,852 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,049 | $129,227-29.5% | $184,256-50.6% | $77,762+17.1% |
| Participation rate | 88.4% | 87.4%+1.0pp | 86.8%+1.5pp | 70.6%+17.8pp |
| Annual return | 24.31% | 33.24%-8.9pp | 28.85%-4.5pp | 31.27%-7.0pp |
| Employer contribution / active EE | $3,175 | $4,412-28.0% | $6,427-50.6% | $2,728+16.4% |
| Participant deferral / active EE | $6,184 | $7,307-15.4% | $9,133-32.3% | $4,651+33.0% |
| Admin fee / account holder | $206 | $256-19.3% | $13,899-98.5% | $433-52.3% |