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| Provider | Service type | Compensation |
|---|---|---|
RATHER & KITTRELL, INC.6 years Filed as: RATHER & KITTRELL INC Service code 27 11905 KINGSTON PIKE · KNOXVILLE, TN 37934 | Advisory (Plan) | $49,063 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,805 |
Service code 13 11911 KINGSTON PIKE, SUITE 201 · KNOXVILLE, TN 37934 | Contract Administrator | $23,422 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,502 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,183 | $79,209-29.1% | $102,434-45.2% | $74,459-24.5% |
| Participation rate | 79.7% | 74.8%+4.9pp | 76.5%+3.2pp | 67.2%+12.5pp |
| Annual return | 9.44% | 54.98%-45.5pp | 29.46%-20.0pp | 1369.70%-1360.3pp |
| Employer contribution / active EE | $3,538 | $2,362+49.7% | $3,023+17.0% | $2,626+34.7% |
| Participant deferral / active EE | $750 | $4,417-83.0% | $5,055-85.2% | $4,350-82.8% |
| Admin fee / account holder | $476 | $2,002-76.2% | $9,462-95.0% | $1,945-75.5% |