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 |
|---|---|---|
Filed as: FIDELITY ADVISORS Service code 28 245 SUMMER ST · BOSTON, MA 02210 | Investment Management | $77,274 |
Filed as: COMPREHENSIVE CONSULTING SOLUTION Service code 49 10630 LITTLE PATUXENT PKWY · COLUMBIA, MD 21044 | Other Services | $73,442 |
CHARLENE ROGERS2+ years Filed as: CHARLENE HELTON Service code 30 501 JUNCO LANE · KNOXVILLE, TN 37934 | Employee (plan) | $58,906 |
CLEARVIEW GROUP2+ years Filed as: CLEARVIEW Service code 28 1350 DRESDEN DR NE · ATLANTA, GA 30319 | Investment Management | $53,854 |
MILLER & MARTIN PLLC1 year Service code 29 401 COMMERCE ST #720 · NASHVILLE, GA 37219 | Legal | $45,195 |
SOUTHERN ACTUARIAL SERVICES2+ years Filed as: SOUTHERN ACTUARIAL SERVICES, INC Service code 11 PO BOX 888343 · ATLANTA, GA 30356 | Actuarial | $30,350 |
AGH WEALTH ADVISORS, LLC2+ years Filed as: AGH, LLC Service code 10 · EIN 58-2588678 | Accounting | $28,890 |
RENEE ASHWORTH2+ years Service code 30 1709 BALES ROAD · KNOXVILLE, TN 37934 | Employee (plan) | $26,237 |
HOME FEDERAL BANK OF TENNESSEE2+ years Filed as: HOME FEDERAL BANK Service code 19 515 MARKET STREET · KNOXVILLE, TN 37902 | Securities Custodian | $23,420 |
THOMAS BEAL2+ years Filed as: THOMAS L JOHNSON, ATTORNEY Service code 29 510 VONDERBURG DRIVE 305 · BRANDON, FL 33511 | Legal | $19,567 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $53,889-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 100.0%-100.0pp | 0.0%0pp |
| Annual return | 8.67% | 11.65%-3.0pp | 11.50%-2.8pp | 11.65%-3.0pp |
| Employer contribution / active EE | $6,980 | $12,483-44.1% | $8,788-20.6% | $12,483-44.1% |
| Participant deferral / active EE | $0 | $208-100.0% | $2,328-100.0% | $208-100.0% |
| Admin fee / account holder | $0 | $0 | $2,315-100.0% | - |