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| Provider | Service type | Compensation |
|---|---|---|
FIRST TENNESSEE BANK5+ years Service code 24 · EIN 62-0201385 | Discretionary Trustee | $34,623 |
CANNON WRIGHT BLOUNT1 year Filed as: CANNON WRIGHT BLOUNT, PLLC Service code 10 · EIN 62-1657946 | Accounting | $7,500 |
ACUFF & ASSOCIATES, INC.5+ years Service code 15 · EIN 62-1477251 | Recordkeeping | $6,352 |
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 | $41,870 | $66,319-36.9% | $93,614-55.3% | $65,185-35.8% |
| Participation rate | 98.3% | 74.0%+24.3pp | 75.8%+22.5pp | 70.2%+28.1pp |
| Annual return | 12.75% | 42.59%-29.8pp | 32.76%-20.0pp | 29.38%-16.6pp |
| Employer contribution / active EE | $4,004 | $2,013+99.0% | $2,718+47.3% | $2,177+84.0% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,069-100.0% | $3,514-100.0% |
| Admin fee / account holder | $215 | $6,900-96.9% | $7,889-97.3% | $847-74.6% |