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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $52,115 |
Filed as: SYNOVUS TRUST COMPANY. N.A. Service code 27 · EIN 36-4498168 | Advisory (Plan) | $24,282 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,361 | $49,249+49.0% | $70,476+4.1% | $79,852-8.1% |
| Participation rate | 95.9% | 69.2%+26.7pp | 75.1%+20.8pp | 69.6%+26.2pp |
| Annual return | 3.33% | 30.09%-26.8pp | 109.12%-105.8pp | 31.72%-28.4pp |
| Employer contribution / active EE | $1,477 | $2,100-29.7% | $2,738-46.1% | $2,471-40.2% |
| Participant deferral / active EE | $1,678 | $2,769-39.4% | $3,710-54.8% | $3,740-55.1% |
| Admin fee / account holder | $614 | $2,878-78.7% | $3,847-84.0% | $5,306-88.4% |