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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.6+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $20,817 |
RATHER & KITTRELL, INC.6+ years Filed as: RATHER&KITTRELL CAPITAL MANAGEMENT Service code 27 11905 KINGSTON PIKE · KNOXVILLE, TN 37934 | Advisory (Plan) | $9,117 |
Filed as: BLACKBURN, CHILDERS & STEAGALL, PLC Service code 10 P O BOX 3745 · JOHNSON CITY, TN 376023745 | Accounting | $2,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,797 | $98,760-55.7% | $149,715-70.7% | $79,858-45.2% |
| Participation rate | 81.7% | 75.8%+5.9pp | 82.5%-0.8pp | 69.6%+12.1pp |
| Annual return | 11.15% | 27.43%-16.3pp | 276.66%-265.5pp | 31.72%-20.6pp |
| Employer contribution / active EE | $523 | $3,217-83.7% | $4,645-88.7% | $2,471-78.8% |
| Participant deferral / active EE | $1,303 | $5,681-77.1% | $6,842-81.0% | $3,740-65.2% |
| Admin fee / account holder | $392 | $6,053-93.5% | $9,310-95.8% | $5,306-92.6% |