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| Provider | Service type | Compensation |
|---|---|---|
FIRST HORIZON ADVISORS INC5 years Filed as: FIRST HORIZON BANK Service code 24 · EIN 62-0201385 | Discretionary Trustee | $40,444 |
ACUFF & ASSOCIATES, INC.10+ years Service code 15 · EIN 62-1477251 | Recordkeeping | $6,512 |
CANNON WRIGHT BLOUNT1 year Filed as: CANNON WRIGHT BLOUNT PLLC Service code 10 · EIN 62-1657946 | Accounting | $4,000 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,747 | $78,562-36.7% | $105,608-52.9% | $74,429-33.2% |
| Participation rate | 98.1% | 72.8%+25.3pp | 75.3%+22.8pp | 67.2%+30.9pp |
| Annual return | 6.89% | 15.94%-9.1pp | 116.50%-109.6pp | 1368.38%-1361.5pp |
| Employer contribution / active EE | $4,746 | $2,521+88.2% | $3,167+49.9% | $2,625+80.8% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $231 | $2,217-89.6% | $11,028-97.9% | $1,944-88.1% |