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| Provider | Service type | Compensation |
|---|---|---|
FTB ADVISORS, INC.2+ years Filed as: FTB ADVISORS Service code 26 · EIN 62-1254528 | Advisory (Participants) | $84,515 |
FIRST TENNESSEE BANK1 year Service code 26 · EIN 62-1382556 | Advisory (Participants) | $32,425 |
PORTFOLIO AUDIT, LLC2+ years Service code 51 · EIN 62-1874213 | Investment Mgmt Fees | $28,632 |
ACUFF & ASSOCIATES, INC.2+ years Service code 17 · EIN 62-1477251 | Pension Consulting | $24,850 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO Service code 13 · EIN 94-1737782 | Contract Administrator | $21,478 |
WEAVER C. BARKSDALE & ASSOCIATES2+ years Filed as: MARTIN & COMPANY Service code 26 · EIN 62-1720350 | Advisory (Participants) | $19,894 |
MILLER & MARTIN PLLC2+ years Filed as: MILLER & MARTIN, PLLC Service code 29 · EIN 62-0449014 | Legal | $17,640 |
USI CONSULTING GROUP2+ years Filed as: KIBBLE & PRENTICE, INC. Service code 51 · EIN 91-0885593 | Investment Mgmt Fees | $14,428 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $13,902 |
NBZ INVESTMENT ADVISORS, LLC2+ years Service code 26 · EIN 62-1608809 | Advisory (Participants) | $13,321 |
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 | $152,613 | $37,213+310.1% | $156,551-2.5% | $63,975+138.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 8.33% | 47.89%-39.6pp | 32.23%-23.9pp | 48.65%-40.3pp |
| Employer contribution / active EE | $8,217 | $1,357+505.6% | $5,501+49.4% | $2,182+276.6% |
| Participant deferral / active EE | $4,864 | $2,070+135.0% | $4,871-0.1% | $3,356+44.9% |
| Admin fee / account holder | $167 | $56+197.2% | $13,028-98.7% | $70+137.7% |