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| Provider | Service type | Compensation |
|---|---|---|
SYNOVUS TRUST COMPANY4+ years Service code 27 · EIN 58-6132179 P. O. BOX 120 · COLUMBUS, GA 31092 | Advisory (Plan) | $41,508 |
SOUTHERN BENEFIT ADMINISTRATORS4+ 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 | $15,917 |
MORGAN LEWIS3 years Filed as: MORGAN,LEWIS & BOCKLUS, LLP Service code 29 · EIN 23-0891050 1701 MARKET ST · PHILADELPHIA, PA 19103 | Legal | $15,294 |
DENNIS G. JENKINS, CPA,LLC4+ years Service code 10 · EIN 20-5886120 1690 STONE V01LAGE LN, STE 5 · KENNESAW, GA 30152 | Accounting | $9,475 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 | Investment Management | $0 |
Annual investment return 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 | $29,296 | $60,396-51.5% | $83,831-65.1% | $75,289-61.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -6.87% | 3.84%-10.7pp | 850.99%-857.9pp | -0.04%-6.8pp |
| Employer contribution / active EE | $2,290 | $3,343-31.5% | $3,631-36.9% | $2,405-4.8% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $101 | $141-28.5% | $5,479-98.2% | $102-1.2% |