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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNIFIED TRUST COMPANY Service code 15 · EIN 61-1256314 | Recordkeeping | $20,369 |
RATHER & KITTRELL, INC.2+ years Filed as: RATHER & KITTRELL CAPITAL MGMT Service code 26 11905 KINGSTON PIKE · KNOXVILLE, TN 37934 | Advisory (Participants) | $13,206 |
TENNESSEE PENSION ADMINISTRATORS2+ years Service code 13 117 CENTER PARK DRIVE, STE 140 · KNOXVILLE, TN 37922 | Contract Administrator | $8,845 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,206 | $52,467-32.9% | $57,196-38.4% | $55,167-36.2% |
| Participation rate | 75.2% | 75.8%-0.7pp | 75.3%-0.2pp | 69.0%+6.2pp |
| Annual return | 13.07% | 7.72%+5.3pp | 14.59%-1.5pp | 169.23%-156.2pp |
| Employer contribution / active EE | $916 | $2,477-63.0% | $2,683-65.9% | $1,963-53.3% |
| Participant deferral / active EE | $2,277 | $2,830-19.5% | $3,096-26.5% | $3,054-25.4% |
| Admin fee / account holder | $324 | $269+20.3% | $3,141-89.7% | $504-35.8% |