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| Provider | Service type | Compensation |
|---|---|---|
THE TRUST COMPANY OF TENNESSEE1+ years Filed as: THE TRUST COMPANY OF KNOXVILLE Service code 12 · EIN 62-1291257 | Trustee (discretionary); Claims proce... | $45,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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).
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 | $37,472 | $88,324-57.6% | $115,037-67.4% | $55,191-32.1% |
| Participation rate | 38.8% | 72.5%-33.7pp | 81.4%-42.5pp | 69.2%-30.3pp |
| Annual return | -1.58% | 6.30%-7.9pp | 26.14%-27.7pp | 10.78%-12.4pp |
| Employer contribution / active EE | $200 | $2,805-92.9% | $4,608-95.7% | $1,899-89.5% |
| Participant deferral / active EE | $978 | $5,042-80.6% | $6,026-83.8% | $3,046-67.9% |
| Admin fee / account holder | $185 | $105+75.4% | $8,175-97.7% | $91+103.6% |