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| Provider | Service type | Compensation |
|---|---|---|
SYNOVUS TRUST COMPANY1+ years Service code 27 · EIN 58-6132179 P. O. BOX 120 · COLUMBUS, GA 31092 | Advisory (Plan) | $41,253 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $24,000 |
GORDON FEINBLATT LLC1+ years Filed as: GORDON FEINBLATT, LLC Service code 29 · EIN 72-0567396 223 EAST REDWOOD · BALTIMORE, MD 21202 | Legal | $22,157 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 19 · EIN 06-1050034 39 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Securities Custodian | $16,807 |
DENNIS G. JENKINS, CPA,LLC1+ years Service code 10 · EIN 20-5886120 1690 STONE V01LAGE LN, STE 5 · KENNESAW, GA 30152 | Accounting | $6,000 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,194 | $55,516-61.8% | $75,784-72.0% | $59,188-64.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -0.64% | -1.89%+1.3pp | 9.68%-10.3pp | 5.51%-6.1pp |
| Employer contribution / active EE | $1,954 | $2,604-25.0% | $3,323-41.2% | $2,098-6.9% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $97 | $110-12.2% | $5,300-98.2% | $92+4.7% |