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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $25,860 |
RATHER & KITTRELL, INC.1+ years Filed as: RATHER AND KITTRELL CAP MGMT Service code 27 11905 KINGSTON PLACE · KNOXVILLE, TN 37934 | Advisory (Plan) | $25,520 |
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 | $25,652 | $57,435-55.3% | $105,218-75.6% | $55,191-53.5% |
| Participation rate | 90.8% | 71.3%+19.4pp | 77.2%+13.5pp | 69.2%+21.6pp |
| Annual return | -0.35% | 2.97%-3.3pp | 5.33%-5.7pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,486 | $1,920-22.6% | $3,255-54.4% | $1,899-21.7% |
| Participant deferral / active EE | $1,464 | $3,495-58.1% | $4,867-69.9% | $3,046-52.0% |
| Admin fee / account holder | $60 | $70-14.3% | $6,992-99.1% | $91-33.6% |