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| Provider | Service type | Compensation |
|---|---|---|
FIRST TENNESSEE BANK4+ years Service code 24 · EIN 62-0201385 | Discretionary Trustee | $33,177 |
ACUFF & ASSOCIATES, INC.4+ years Service code 15 · EIN 62-1477251 | Recordkeeping | $8,496 |
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 | $33,506 | $58,093-42.3% | $80,022-58.1% | $56,287-40.5% |
| Participation rate | 98.6% | 73.6%+24.9pp | 75.8%+22.7pp | 69.9%+28.7pp |
| Annual return | -1.60% | 34.63%-36.2pp | 11.22%-12.8pp | -9.96%+8.4pp |
| Employer contribution / active EE | $3,633 | $1,933+88.0% | $2,468+47.2% | $2,111+72.1% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $166 | $623-73.3% | $6,521-97.5% | $521-68.1% |