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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $126,579 |
FTB ADVISORS, INC.6+ years Filed as: FTB ADVISORS Service code 26 · EIN 62-1254528 | Advisory (Participants) | $84,777 |
PORTFOLIO AUDIT, LLC6+ years Service code 51 · EIN 62-1874213 | Investment Mgmt Fees | $79,951 |
FIRST TENNESSEE BANK5 years Service code 26 · EIN 62-1382556 | Advisory (Participants) | $39,562 |
Filed as: FIRST HORIZON ADVISORS Service code 26 · EIN 62-1254528 | Advisory (Participants) | $35,157 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $30,000 |
Filed as: MARTIN & COMPANY, INC. Service code 26 · EIN 62-1720350 | Advisory (Participants) | $26,510 |
RNL FEDERAL CREDIT UNION1 year Service code 26 · EIN 62-1874213 | Advisory (Participants) | $15,412 |
LEADING EDGE5 years Filed as: LEADING EDGE FINANCIAL PLANNING Service code 26 · EIN 47-4221739 | Advisory (Participants) | $12,342 |
MOON CAPITAL MANAGEMENT, LLC6+ years Filed as: MOON CAPITAL MANAGEMENT,LLC Service code 26 · EIN 62-1605429 | Advisory (Participants) | $8,922 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,779 | $56,095+199.1% | $178,510-6.0% | $90,274+85.9% |
| Participation rate | 99.8% | 65.6%+34.3pp | 81.9%+17.9pp | 73.4%+26.5pp |
| Annual return | 14.77% | 28.81%-14.0pp | 151.13%-136.4pp | 53.97%-39.2pp |
| Employer contribution / active EE | $7,191 | $1,572+357.3% | $5,011+43.5% | $2,523+185.0% |
| Participant deferral / active EE | $4,226 | $2,669+58.4% | $5,202-18.8% | $4,231-0.1% |
| Admin fee / account holder | $257 | $101+155.0% | $13,988-98.2% | $114+125.0% |