Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST HORIZON BANK Service code 24 · EIN 62-0201385 | Discretionary Trustee | $35,884 |
ACUFF & ASSOCIATES, INC.6+ years Service code 15 · EIN 62-1477251 | Recordkeeping | $7,989 |
CANNON WRIGHT BLOUNT2 years Filed as: CANNON WRIGHT BLOUNT, PLLC Service code 10 · EIN 62-1657946 | Accounting | $7,500 |
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 | $47,003 | $70,917-33.7% | $98,916-52.5% | $73,493-36.0% |
| Participation rate | 99.4% | 73.8%+25.5pp | 76.0%+23.3pp | 70.7%+28.7pp |
| Annual return | 10.71% | 34.18%-23.5pp | 196.45%-185.7pp | 28.51%-17.8pp |
| Employer contribution / active EE | $4,577 | $2,037+124.7% | $2,689+70.2% | $2,270+101.6% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $247 | $535-53.8% | $6,642-96.3% | $513-51.9% |