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| Provider | Service type | Compensation |
|---|---|---|
ULLICO3+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Investment Management | $34,099 |
JBM COMPUTER CONSULTANTS1 year Filed as: JBM Service code 15 | Recordkeeping | $33,380 |
TERRIANNA CRAWFORD3+ years Filed as: TERRIANNA E CRAWFORD Service code 30 · EIN 62-1747853 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Employee (plan) | $21,996 |
Filed as: HENDERSON, HUTCHERSON & MCCULLOUGH Service code 10 · EIN 62-1114363 1200 MARKET STREET · CHATTANOOGA, TN 37402 | Accounting | $19,089 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROGERSCASEY Service code 28 · EIN 13-2646110 1300 E NINTH ST, STE 1900 · CLEVELAND, OH 44114 | Investment Management | $17,651 |
LORI D'SOUZA3+ years Service code 30 · EIN 62-1747853 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Employee (plan) | $16,059 |
SUSAN FLAHERTY2 years Filed as: SUSAN CHAFFIN Service code 30 · EIN 62-1747853 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Employee (plan) | $12,868 |
HEATHER ROMERI1 year Filed as: HEATHER D SAMPLES Service code 30 · EIN 62-1747853 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Employee (plan) | $12,519 |
SHEILA NIMMER3+ years Filed as: SHEILA BATES Service code 30 · EIN 62-1747853 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Employee (plan) | $11,811 |
Filed as: HOME FEDERAL BANK Service code 28 | Investment Management | $11,668 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,493 | $89,274-87.1% | $149,721-92.3% | $77,958-85.3% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 4.39% | 20.36%-16.0pp | 1501.67%-1497.3pp | 20.87%-16.5pp |
| Employer contribution / active EE | $1,202 | $3,727-67.7% | $5,444-77.9% | $2,310-48.0% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $189 | $240-21.2% | $11,282-98.3% | $97+94.2% |