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| Provider | Service type | Compensation |
|---|---|---|
SYNOVUS TRUST COMPANY N.A.2 years Service code 27 · EIN 58-1134883 | Advisory (Plan) | $29,478 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 · EIN 84-0467907 | Investment Management | $14,012 |
AZALEA ADMINISTRATION LLC2 years Filed as: AZALEA ADMINISTRATION Service code 13 · EIN 27-0711617 | Contract Administrator | $8,109 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 · EIN 84-0467907 | Investment Management | $5,125 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,365 | $59,448+3.2% | $93,696-34.5% | $74,459-17.6% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 13.46% | 82.11%-68.6pp | 133.74%-120.3pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $3,441 | $1,266+171.7% | $2,422+42.1% | $2,626+31.1% |
| Participant deferral / active EE | $6,208 | $3,052+103.4% | $4,417+40.6% | $4,350+42.7% |
| Admin fee / account holder | $256 | $3,027-91.6% | $8,287-96.9% | $1,945-86.8% |