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 BANK6+ years Service code 21 · EIN 63-6129301 | Bank Trustee | $48,447 |
PATTEN & PATTEN INC.6+ years Filed as: PATTEN & PATTEN, INC. Service code 28 520 LOOKOUT STREET · CHATTANOOGA, TN 37403 | Investment Management | $36,526 |
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 41-1246679 | Recordkeeping | $5,305 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,903 | $99,957-38.1% | $149,751-58.7% | $73,501-15.8% |
| Participation rate | 96.3% | 75.7%+20.6pp | 82.5%+13.8pp | 70.7%+25.6pp |
| Annual return | 7.99% | 53.87%-45.9pp | 276.71%-268.7pp | 28.51%-20.5pp |
| Employer contribution / active EE | $475 | $3,191-85.1% | $4,646-89.8% | $2,270-79.1% |
| Participant deferral / active EE | $873 | $6,073-85.6% | $6,843-87.2% | $3,740-76.6% |
| Admin fee / account holder | $354 | $551-35.7% | $9,312-96.2% | $513-30.9% |