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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $72,602 |
SYNOVUS TRUST COMPANY3 years Filed as: SYNOVUS TRUST COMPANY, NA Service code 26 · EIN 58-2146977 | Advisory (Participants) | $25,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,204 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,197 | $86,897-22.7% | $151,628-55.7% | $64,814+3.7% |
| Participation rate | 95.4% | 87.3%+8.1pp | 87.5%+7.9pp | 71.5%+23.9pp |
| Annual return | -17.74% | -3.57%-14.2pp | 3.34%-21.1pp | 32.84%-50.6pp |
| Employer contribution / active EE | $2,938 | $4,010-26.7% | $6,165-52.3% | $2,507+17.2% |
| Participant deferral / active EE | $5,747 | $6,690-14.1% | $8,363-31.3% | $4,310+33.3% |
| Admin fee / account holder | $211 | $153+38.0% | $11,613-98.2% | $188+12.4% |