Filed January 29, 2015 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 52-2211537 | Actuarial | $327,423 |
Filed as: TRUST COMPANY OF TENNESSEE Service code 15 4823 OLD KINGSTON PIKE · KNOXSVILLE, TN 37919 | Recordkeeping | $215,166 |
SLC MANAGEMENT2 years Filed as: SUN LIFE CAPITAL MANAGEMENT US LLC Service code 51 · EIN 68-0635051 | Investment Mgmt Fees | $170,249 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $15,225 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $0 |
RYAN LABS ASSET MANAGEMENT2 years Filed as: RYAN LABS, INC. Service code 27 · EIN 47-3503928 | Advisory (Plan) | $0 |
PHILLIPS LYTLE LLP2 years Filed as: WOMBLE BOND DICKINSON US LLP Service code 29 · EIN 56-0308470 | Legal | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 9.15% | 13.15%-4.0pp | -2.84%+12.0pp | 11.45%-2.3pp |
| Employer contribution / active EE | $5,892 | $23,714-75.2% | $33,329-82.3% | $17,219-65.8% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |