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| Provider | Service type | Compensation |
|---|---|---|
RATHER & KITTRELL, INC.3+ years Filed as: RATHER & KITTRELL CAPITAL MGT Service code 26 · EIN 91-2046298 | Advisory (Participants) | $34,594 |
UNIFIED TRUST COMPANY, N.A.3+ years Filed as: UNIFIED TRUST COMPANY Service code 15 · EIN 61-1256314 | Recordkeeping | $24,895 |
TENNESSEE PENSION ADMINISTRATORS3+ years Service code 13 · EIN 62-1757444 | Contract Administrator | $8,725 |
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.)
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 | $71,827 | $71,192+0.9% | $117,861-39.1% | $62,293+15.3% |
| Participation rate | 85.3% | 74.2%+11.1pp | 79.7%+5.6pp | 69.5%+15.8pp |
| Annual return | 12.84% | 18.66%-5.8pp | 335.11%-322.3pp | 28.90%-16.1pp |
| Employer contribution / active EE | $1,309 | $1,934-32.3% | $3,786-65.4% | $2,042-35.9% |
| Participant deferral / active EE | $1,634 | $3,189-48.7% | $4,482-63.5% | $3,169-48.4% |
| Admin fee / account holder | $391 | $587-33.5% | $8,021-95.1% | $479-18.5% |