Filed September 9, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FIRST HORIZON ADVISORS INC6 years Filed as: FIRST HORIZON BANK Service code 21 · EIN 62-0201385 | Bank Trustee | $41,781 |
MAULDIN & JENKINS8 years Filed as: MAULDIN & JENKINS, LLC Service code 10 · EIN 58-0692043 | Accounting | $13,100 |
ACUFF & ASSOCIATES, INC.10+ years Service code 49 · EIN 62-1477251 | Other Services | $9,621 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,306 | $122,063-57.1% | $184,256-71.6% | $74,478-29.8% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 24.21% | 19.92%+4.3pp | 28.85%-4.6pp | 1370.56%-1346.3pp |
| Employer contribution / active EE | $2,304 | $4,539-49.2% | $6,427-64.2% | $2,626-12.3% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $161 | $1,253-87.1% | $13,899-98.8% | $1,946-91.7% |