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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MGMT Service code 10 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Accounting | $1,425 |
RATHER & KITTRELL, INC.1+ years Filed as: RATHER & KITTRELL CAPITAL MGMT Service code 26 11905 KINGSTON PIKE · KNOXVILLE, TN 37934 | Advisory (Participants) | $0 |
TENNESSEE PENSION ADMINISTRATORS1+ years Service code 13 117 CENTER PARK DRIVE, STE 140 · KNOXVILLE, TN 37922 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,168 | $51,769-35.9% | $57,347-42.2% | $52,331-36.6% |
| Participation rate | 79.6% | 75.2%+4.4pp | 75.1%+4.5pp | 68.1%+11.5pp |
| Annual return | -2.34% | 2.43%-4.8pp | 24.40%-26.7pp | 4.54%-6.9pp |
| Employer contribution / active EE | $357 | $2,335-84.7% | $2,689-86.7% | $1,882-81.0% |
| Participant deferral / active EE | $829 | $2,794-70.3% | $3,162-73.8% | $3,022-72.6% |
| Admin fee / account holder | $11 | $295-96.3% | $3,356-99.7% | $592-98.2% |