Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SYNOVUS TRUST COMPANY2 years Filed as: SYNOVUS SECURITIES INC Service code 26 · EIN 58-1625031 | Advisory (Participants) | $26,196 |
Filed as: JOHN HANCOCK LIFE INS CO (U.S.A.) Service code 15 · EIN 01-0233346 | Recordkeeping | $8,051 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,138 | $46,325+79.5% | $143,788-42.2% | $64,814+28.3% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -16.05% | -10.05%-6.0pp | -0.03%-16.0pp | 32.84%-48.9pp |
| Employer contribution / active EE | $5,225 | $1,911+173.4% | $4,952+5.5% | $2,507+108.4% |
| Participant deferral / active EE | $4,502 | $2,647+70.1% | $5,638-20.2% | $4,310+4.4% |
| Admin fee / account holder | $476 | $154+209.5% | $14,675-96.8% | $188+153.5% |