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| Provider | Service type | Compensation |
|---|---|---|
SYNOVUS TRUST COMPANY3+ years Service code 27 · EIN 58-6132179 P. O. BOX 120 · COLUMBUS, GA 31092 | Advisory (Plan) | $40,633 |
SOUTHERN BENEFIT ADMINISTRATORS3+ years Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $24,000 |
MORGAN LEWIS2 years Filed as: MORGAN,LEWIS & BOCKLUS, LLP Service code 29 · EIN 23-0891050 1701 MARKET ST · PHILADELPHIA, PA 19103 | Legal | $20,795 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 19 · EIN 06-1050034 39 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Securities Custodian | $16,262 |
DENNIS G. JENKINS, CPA,LLC3+ 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 | $0 | $221,442-100.0% | $92,240-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 76.5%-76.5pp | 71.6%-71.6pp |
| Annual return | 18.55% | 15.65%+2.9pp | 176.29%-157.7pp | 20.87%-2.3pp |
| Employer contribution / active EE | $2,098 | $3,226-35.0% | $3,680-43.0% | $2,310-9.2% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $5,194-100.0% | $97-100.0% |