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| Provider | Service type | Compensation |
|---|---|---|
FIRST TENNESSEE BANK2+ years Service code 24 · EIN 62-0201385 | Discretionary Trustee | $28,560 |
ACUFF & ASSOCIATES, INC.2+ years Service code 15 · EIN 62-1477251 | Recordkeeping | $7,186 |
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 | $27,327 | $56,640-51.8% | $78,002-65.0% | $55,167-50.5% |
| Participation rate | 98.9% | 73.3%+25.5pp | 75.5%+23.3pp | 69.0%+29.9pp |
| Annual return | 6.22% | 2868.48%-2862.3pp | 425.99%-419.8pp | 169.23%-163.0pp |
| Employer contribution / active EE | $3,560 | $1,724+106.5% | $2,470+44.1% | $1,963+81.4% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $137 | $467-70.6% | $5,481-97.5% | $504-72.8% |