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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROFESSIONALS, INC.8+ years Service code 17 · EIN 90-1118690 | Pension Consulting | $16,968 |
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $15,905 |
SYNOVUS TRUST COMPANY8+ years Filed as: SYNOVUS SECURITIES INC Service code 99 | Other Fees | $9,118 |
BENEFIT PROFESSIONALS, INC.8+ years Filed as: BENEFIT PROFESSIONALS INC. Service code 15 | Recordkeeping | $1,610 |
SYNOVUS TRUST COMPANY8+ years Filed as: SYNOVUS SECURITIES Service code 26 PO BOX 2628 · COLUMBUS, GA 31902 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,030 | $64,719-67.5% | $112,249-81.3% | $68,486-69.3% |
| Participation rate | 63.4% | 67.2%-3.7pp | 75.1%-11.6pp | 67.9%-4.5pp |
| Annual return | -14.71% | -11.40%-3.3pp | 27.48%-42.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $54 | $2,747-98.0% | $3,636-98.5% | $2,597-97.9% |
| Participant deferral / active EE | $2,708 | $3,565-24.0% | $4,729-42.7% | $4,028-32.8% |
| Admin fee / account holder | $195 | $5,232-96.3% | $6,412-97.0% | $5,404-96.4% |