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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,206 |
SYNOVUS TRUST COMPANY5 years Service code 27 · EIN 58-2146977 | Advisory (Plan) | $24,807 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,506 | $57,752+91.3% | $112,273-1.6% | $71,511+54.5% |
| Participation rate | 97.2% | 58.8%+38.4pp | 72.4%+24.8pp | 67.9%+29.3pp |
| Annual return | 13.20% | 18.25%-5.1pp | 30.23%-17.0pp | 28.86%-15.7pp |
| Employer contribution / active EE | $2,843 | $1,912+48.7% | $3,431-17.1% | $2,589+9.8% |
| Participant deferral / active EE | $5,865 | $2,860+105.0% | $4,800+22.2% | $4,291+36.7% |
| Admin fee / account holder | $404 | $1,586-74.5% | $7,752-94.8% | $1,588-74.6% |