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 BANK4+ years Service code 21 · EIN 63-6129301 | Bank Trustee | $49,663 |
PATTEN & PATTEN INC.4+ years Filed as: PATTEN & PATTEN, INC. Service code 28 520 LOOKOUT STREET · CHATTANOOGA, TN 37403 | Investment Management | $30,921 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 16 537 MARKET STREET · CHATTANOOGA, TN 37402 | Consulting | $11,415 |
LBMC, PC1 year Filed as: LBMC Service code 10 · EIN 62-1199757 | Accounting | $9,438 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,728 | $73,102-19.7% | $123,553-52.5% | $56,289+4.3% |
| Participation rate | 96.7% | 74.3%+22.4pp | 82.3%+14.4pp | 69.9%+26.8pp |
| Annual return | -0.31% | 3.01%-3.3pp | 119.21%-119.5pp | -9.96%+9.7pp |
| Employer contribution / active EE | $803 | $2,977-73.0% | $4,628-82.6% | $2,111-62.0% |
| Participant deferral / active EE | $1,069 | $5,423-80.3% | $6,426-83.4% | $3,350-68.1% |
| Admin fee / account holder | $330 | $554-40.4% | $9,284-96.4% | $521-36.7% |