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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $26,137 |
SYNOVUS TRUST COMPANY1+ years Filed as: SYNOVUS TRUST CO, N.A. Service code 27 · EIN 36-4498168 | Advisory (Plan) | $24,392 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $230 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,164 | $53,678+30.7% | $69,464+1.0% | - |
| Participation rate | 100.0% | 80.2%+19.8pp | 74.6%+25.4pp | - |
| Annual return | 4.82% | 11.59%-6.8pp | 28.98%-24.2pp | - |
| Employer contribution / active EE | $1,487 | $2,469-39.8% | $2,779-46.5% | - |
| Participant deferral / active EE | $1,590 | $3,620-56.1% | $3,536-55.0% | - |
| Admin fee / account holder | $396 | $3,899-89.9% | $3,840-89.7% | - |