Filed June 28, 2015 (most recent of 3 filings on file)
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 TENNESSEE BANK2 years Filed as: FIRST TENNESSEE BROKERAGE, INC. Service code 27 · EIN 62-1254528 | Advisory (Plan) | $36,565 |
FTB ADVISORS, INC.1 year Filed as: FTB ADVISORS INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $27,217 |
Filed as: FIDELITY INV. INSTITUTIONAL OP. CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $15,827 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $13,334 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $6,464 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,727 | $111,608-47.4% | $177,840-67.0% | $73,412-20.0% |
| Participation rate | 79.7% | 87.9%-8.2pp | 87.7%-8.0pp | 72.2%+7.5pp |
| Annual return | 13.98% | 18.23%-4.2pp | 48.32%-34.3pp | 59.30%-45.3pp |
| Employer contribution / active EE | $3,365 | $3,796-11.3% | $5,919-43.1% | $2,234+50.7% |
| Participant deferral / active EE | $5,626 | $6,199-9.3% | $7,714-27.1% | $3,806+47.8% |
| Admin fee / account holder | $217 | $166+31.1% | $12,431-98.3% | $158+37.5% |