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| Provider | Service type | Compensation |
|---|---|---|
SYNOVUS TRUST COMPANY2+ years Service code 27 · EIN 58-6132179 P. O. BOX 120 · COLUMBUS, GA 31092 | Advisory (Plan) | $41,571 |
MORGAN LEWIS1 year Filed as: MORGAN,LEWIS & BOCKLUS, LLP Service code 29 · EIN 23-0891050 1701 MARKET ST · PHILADELPHIA, PA 19103 | Legal | $25,630 |
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $24,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 19 · EIN 06-1050034 39 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Securities Custodian | $16,407 |
DENNIS G. JENKINS, CPA,LLC2+ 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,771 | $54,392-56.3% | $84,753-72.0% | $63,975-62.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 4.83% | 611.38%-606.5pp | 22.78%-18.0pp | 48.65%-43.8pp |
| Employer contribution / active EE | $1,969 | $2,943-33.1% | $3,574-44.9% | $2,182-9.8% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $102 | $136-24.8% | $5,333-98.1% | $70+45.0% |