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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC2 years Service code 50 · EIN 62-1874769 6501 DEANE HILL DRIVE · KNOXVILLE, TN 379196006 | Direct Payment | $22,994 |
TIAA2 years Filed as: TIAA TEACHERS INSURANCE & ANNUITY A Service code 19 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $19,312 |
TWO WEST CAPITAL ADVISORS4 years Service code 19 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Securities Custodian | $19,159 |
COULTER & JUSTUS1 year Filed as: COULTER & JUSTICE Service code 10 · EIN 62-1532536 9717 COGDILL ROAD, STE 201 · KNOXVILLE, TN 37932 | Accounting | $8,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,818 | $60,989+12.8% | $60,906+13.0% | $66,938+2.8% |
| Participation rate | 97.8% | 74.5%+23.4pp | 73.1%+24.8pp | 69.8%+28.0pp |
| Annual return | -12.35% | -9.60%-2.8pp | 16.94%-29.3pp | 1.58%-13.9pp |
| Employer contribution / active EE | $2,532 | $2,661-4.8% | $2,703-6.3% | $2,545-0.5% |
| Participant deferral / active EE | $3,578 | $3,615-1.0% | $3,814-6.2% | $4,238-15.6% |
| Admin fee / account holder | $141 | $338-58.2% | $3,227-95.6% | $594-76.2% |