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| Provider | Service type | Compensation |
|---|---|---|
THE TRUST COMPANY OF TENNESSEE5+ years Filed as: THE TRUST COMPANY OF TENNESSEE INC Service code 12 · EIN 62-1291257 | Recordkeeping fees; Participant commu... | $40,964 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,911 | $88,186-78.6% | $165,071-88.5% | $74,459-74.6% |
| Participation rate | 88.6% | 73.1%+15.5pp | 78.6%+10.0pp | 67.2%+21.4pp |
| Annual return | 17.97% | 17.13%+0.8pp | 70.17%-52.2pp | 1369.70%-1351.7pp |
| Employer contribution / active EE | $2,225 | $2,600-14.4% | $4,347-48.8% | $2,626-15.3% |
| Participant deferral / active EE | $3,162 | $4,505-29.8% | $6,035-47.6% | $4,350-27.3% |
| Admin fee / account holder | $165 | $2,234-92.6% | $12,695-98.7% | $1,945-91.5% |