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| Provider | Service type | Compensation |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $48,579 |
SYNOVUS TRUST COMPANY1+ years Service code 21 · EIN 58-2146977 | Bank Trustee | $14,028 |
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 | $40,334 | $68,413-41.0% | $123,105-67.2% | $55,191-26.9% |
| Participation rate | 89.4% | 84.5%+4.9pp | 86.8%+2.6pp | 69.2%+20.2pp |
| Annual return | -0.29% | 6.30%-6.6pp | 13.22%-13.5pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,869 | $3,050-38.7% | $5,151-63.7% | $1,899-1.6% |
| Participant deferral / active EE | $3,277 | $4,490-27.0% | $6,229-47.4% | $3,046+7.6% |
| Admin fee / account holder | $228 | $88+159.3% | $9,014-97.5% | $91+150.8% |