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 INC4 years Filed as: FIRST HORIZON BANK Service code 21 · EIN 62-0201385 | Bank Trustee | $31,102 |
MAULDIN & JENKINS6 years Filed as: MAULDIN & JENKINS, LLC Service code 10 · EIN 58-0692043 | Accounting | $9,500 |
ACUFF & ASSOCIATES, INC.8+ years Service code 49 · EIN 62-1477251 | Other Services | $7,929 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,570 | $86,897-57.9% | $151,639-75.9% | $64,819-43.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | 21.63% | -3.57%+25.2pp | 3.34%+18.3pp | 32.84%-11.2pp |
| Employer contribution / active EE | $1,428 | $4,010-64.4% | $6,165-76.8% | $2,507-43.1% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $132 | $153-13.6% | $11,613-98.9% | $188-29.6% |