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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 35-1755675 | Investment Mgmt Fees | $13,232 |
THE TRUST COMPANY OF TENNESSEE2+ years Filed as: THE TRUST COMPANY OF KNOXVILLE Service code 12 · EIN 62-1291257 | Recordkeeping fees; Direct payment fr... | $6,585 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,847 | $36,916-30.0% | $156,551-83.5% | $57,658-55.2% |
| Participation rate | 21.6% | 63.4%-41.8pp | 84.0%-62.4pp | 70.2%-48.6pp |
| Annual return | 6.28% | 12.38%-6.1pp | 32.23%-26.0pp | 5.13%+1.1pp |
| Employer contribution / active EE | $113 | $1,571-92.8% | $5,501-97.9% | $1,974-94.3% |
| Participant deferral / active EE | $750 | $1,926-61.1% | $4,871-84.6% | $3,061-75.5% |
| Admin fee / account holder | $245 | $82+197.3% | $13,028-98.1% | $95+159.4% |