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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST Service code 15 · EIN 61-1256314 | Recordkeeping | $28,493 |
RATHER & KITTRELL, INC.10+ years Filed as: RATHER & KITTRELL CAPITAL MGMT Service code 26 11905 KINGSTON PIKE · KNOXVILLE, TN 37934 | Advisory (Participants) | $19,726 |
TENNESSEE PENSION ADMINISTRATORS10+ years Service code 13 11911 KINGSTON PIKE, SUITE 201 · KNOXVILLE, TN 37934 | Contract Administrator | $11,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,066 | $69,774-54.0% | $67,575-52.5% | $74,459-56.9% |
| Participation rate | 57.0% | 71.4%-14.4pp | 72.9%-15.9pp | 67.2%-10.2pp |
| Annual return | 9.80% | -40.53%+50.3pp | 3528.98%-3519.2pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $690 | $2,710-74.6% | $2,736-74.8% | $2,626-73.7% |
| Participant deferral / active EE | $1,411 | $3,636-61.2% | $4,003-64.8% | $4,350-67.6% |
| Admin fee / account holder | $370 | $890-58.4% | $3,993-90.7% | $1,945-80.9% |