Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE TRUST COMPANY OF TENNESSEE1+ years Filed as: THE TRUST COMPANY OF KNOXVILLE Service code 15 · EIN 62-1291257 | Recordkeeping | $81,983 |
Service code 26 5110 MARYLAND WAY, SUITE 300 · BRENTWOOD, TN 37027 | Advisory (Participants) | $9,482 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,317 | $37,117+94.8% | $147,617-51.0% | $55,191+31.0% |
| Participation rate | 65.9% | 63.6%+2.3pp | 84.6%-18.8pp | 69.2%-3.3pp |
| Annual return | -2.39% | 3.44%-5.8pp | 61.98%-64.4pp | 10.78%-13.2pp |
| Employer contribution / active EE | $1,839 | $1,620+13.5% | $5,564-66.9% | $1,899-3.1% |
| Participant deferral / active EE | $3,415 | $1,985+72.0% | $4,895-30.2% | $3,046+12.1% |
| Admin fee / account holder | $309 | $86+261.6% | $11,612-97.3% | $91+240.8% |