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| Provider | Service type | Compensation |
|---|---|---|
FIRST TENNESSEE BANK3+ years Service code 24 · EIN 62-0201385 | Discretionary Trustee | $31,749 |
ACUFF & ASSOCIATES, INC.3+ years Service code 15 · EIN 62-1477251 | Recordkeeping | $6,448 |
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 | $36,518 | $63,314-42.3% | $91,004-59.9% | $62,293-41.4% |
| Participation rate | 97.9% | 73.3%+24.6pp | 75.6%+22.3pp | 69.5%+28.4pp |
| Annual return | 7.30% | 21.00%-13.7pp | 4.60%+2.7pp | 28.90%-21.6pp |
| Employer contribution / active EE | $3,123 | $1,807+72.8% | $2,456+27.2% | $2,042+52.9% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $180 | $468-61.4% | $5,417-96.7% | $479-62.4% |