Filed December 1, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ACUFF & ASSOCIATES, INC.3+ years Service code 11 · EIN 62-1477251 210 WESTWOOD PLACE, SUITE 100 · BRENTWOOD, TN 37027 | Actuarial | $19,970 |
Service code 21 · EIN 61-3368904 | Bank Trustee | $14,284 |
REGIONS BANK3+ years Service code 21 · EIN 63-0371391 | Bank Trustee | $4,575 |
LBMC, PC3+ years Filed as: LBMC, P.C. Service code 10 · EIN 62-1199757 | Accounting | $3,900 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $36,488-100.0% | $110,792-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 58.3%-58.3pp | 14.6%-14.6pp |
| Annual return | 7.55% | 1.95%+5.6pp | -0.33%+7.9pp | 10.56%-3.0pp |
| Employer contribution / active EE | $2,560 | $13,608-81.2% | $25,782-90.1% | $13,643-81.2% |
| Participant deferral / active EE | $203 | $838-75.8% | $928-78.2% | $62+226.1% |
| Admin fee / account holder | $0 | $1,270-100.0% | $1,824-100.0% | $3,354-100.0% |