Filed June 27, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK3+ years Service code 21 · EIN 63-6129301 | Bank Trustee | $56,912 |
PATTEN & PATTEN INC.3+ years Filed as: PATTEN & PATTEN, INC. Service code 28 520 LOOKOUT STREET · CHATTANOOGA, TN 37403 | Investment Management | $20,695 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 16 537 MARKET STREET · CHATTANOOGA, TN 37402 | Consulting | $10,986 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 41-1246679 | Recordkeeping | $6,190 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $70,165 | $80,753-13.1% | $136,298-48.5% | $62,293+12.6% |
| Participation rate | 95.8% | 73.5%+22.3pp | 81.9%+13.9pp | 69.5%+26.3pp |
| Annual return | 11.94% | 35.83%-23.9pp | 5156.27%-5144.3pp | 28.90%-17.0pp |
| Employer contribution / active EE | $716 | $2,884-75.2% | $4,696-84.8% | $2,042-64.9% |
| Participant deferral / active EE | $880 | $5,164-83.0% | $6,247-85.9% | $3,169-72.2% |
| Admin fee / account holder | $285 | $525-45.7% | $9,244-96.9% | $479-40.5% |