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| Provider | Service type | Compensation |
|---|---|---|
CHARLENE ROGERS1+ years Filed as: CHARLENE HELTON Service code 30 501 JUNCO LANE · KNOXVILLE, TN 37934 | Employee (plan) | $79,029 |
Filed as: FIDELITY ADVISORS Service code 28 245 SUMMER ST · BOSTON, MA 02210 | Investment Management | $52,733 |
AGH WEALTH ADVISORS, LLC1+ years Filed as: AGH, LLC Service code 10 · EIN 58-2588678 | Accounting | $30,147 |
RENEE ASHWORTH1+ years Service code 30 1709 BALES ROAD · KNOXVILLE, TN 37934 | Employee (plan) | $30,071 |
CLEARVIEW GROUP1+ years Filed as: CLEARVIEW Service code 28 1350 DRESDEN DR NE · ATLANTA, GA 30319 | Investment Management | $29,750 |
SOUTHERN ACTUARIAL SERVICES1+ years Filed as: SOUTHERN ACTUARIAL SERVICES, INC Service code 11 PO BOX 888343 · ATLANTA, GA 30356 | Actuarial | $29,750 |
HOME FEDERAL BANK OF TENNESSEE1+ years Filed as: HOME FEDERAL BANK Service code 19 515 MARKET STREET · KNOXVILLE, TN 37902 | Securities Custodian | $23,445 |
THOMAS BEAL1+ years Filed as: THOMAS L JOHNSON, ATTORNEY Service code 29 510 VONDERBURG DRIVE 305 · BRANDON, FL 33511 | Legal | $13,962 |
FEDERATED1+ years Filed as: FEDERATED GOVERMENT OBLIGS INSTL Service code 52 FEDERAL INVESTMENT FUNDS · PITTSBURGH, PA 15237 | Indirect Investment Fees | $0 |
Filed as: FIDELITY GOVERNMENT MONEY MARKET Service code 52 PO BOX 8600 · BOSTON, MA 02266 | Indirect Investment Fees | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $55,343-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 100.0%-100.0pp | 0.0%0pp |
| Annual return | -0.49% | 3.81%-4.3pp | 4.25%-4.7pp | 3.81%-4.3pp |
| Employer contribution / active EE | $6,514 | $24,712-73.6% | $8,602-24.3% | $24,712-73.6% |
| Participant deferral / active EE | $0 | $189-100.0% | $0 | $189-100.0% |
| Admin fee / account holder | $0 | $0 | $2,465-100.0% | - |