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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER, INC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $37,500 |
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES CORP. Service code 27 · EIN 06-1685865 | Advisory (Plan) | $37,500 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,472 |
CHATTEM INC.1 year Service code 10 · EIN 62-0156300 | Accounting | $12,700 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS INVESTMENT FUNDS Service code 52 · EIN 98-0202744 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,094 | $75,284+36.9% | $91,004+13.3% | $69,631+48.1% |
| Participation rate | 99.3% | 80.4%+18.9pp | 75.6%+23.7pp | 70.7%+28.7pp |
| Annual return | 13.49% | 48.40%-34.9pp | 4.60%+8.9pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $3,046 | $2,473+23.2% | $2,456+24.0% | $2,032+49.9% |
| Participant deferral / active EE | $5,032 | $3,700+36.0% | $3,548+41.8% | $3,224+56.1% |
| Admin fee / account holder | $17 | $111-84.4% | $5,417-99.7% | $110-84.4% |