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| Provider | Service type | Compensation |
|---|---|---|
TENNESSEE PENSION ADMINISTRATORS1+ years Service code 13 117 CENTER PARK DR, SUITE 140 · KNOXVILLE, TN 37922 | Contract Administrator | $5,301 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,132 | $31,810-55.6% | $64,105-78.0% | $59,188-76.1% |
| Participation rate | 24.7% | 57.7%-33.0pp | 68.2%-43.5pp | 69.4%-44.7pp |
| Annual return | -3.19% | 9.41%-12.6pp | 791.24%-794.4pp | 5.51%-8.7pp |
| Employer contribution / active EE | $290 | $659-55.9% | $1,820-84.0% | $2,098-86.2% |
| Participant deferral / active EE | $901 | $1,582-43.0% | $2,822-68.1% | $3,265-72.4% |
| Admin fee / account holder | $10 | $57-82.5% | $4,499-99.8% | $92-89.2% |