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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.2 years Filed as: UNIFIED TRUST COMPANY Service code 15 · EIN 61-1256314 | Recordkeeping | $28,172 |
RATHER & KITTRELL, INC.3+ years Filed as: RATHER & KITTRELL CAPITAL MGMT Service code 26 11905 KINGSTON PIKE · KNOXVILLE, TN 37934 | Advisory (Participants) | $19,535 |
TENNESSEE PENSION ADMINISTRATORS3+ years Service code 13 117 CENTER PARK DRIVE, STE 140 · KNOXVILLE, TN 37922 | Contract Administrator | $7,731 |
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.)
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 | $39,964 | $57,976-31.1% | $63,005-36.6% | $62,293-35.8% |
| Participation rate | 60.9% | 75.9%-15.0pp | 74.8%-13.9pp | 69.5%-8.6pp |
| Annual return | 14.38% | 17.54%-3.2pp | 87.59%-73.2pp | 28.90%-14.5pp |
| Employer contribution / active EE | $722 | $2,415-70.1% | $2,760-73.8% | $2,042-64.6% |
| Participant deferral / active EE | $1,716 | $2,956-42.0% | $3,329-48.5% | $3,169-45.9% |
| Admin fee / account holder | $399 | $276+44.6% | $3,599-88.9% | $479-16.8% |