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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY ADVISORS Service code 28 245 SUMMER ST · BOSTON, MA 02210 | Investment Management | $81,068 |
CHARLENE ROGERS3+ years Filed as: CHARLENE HELTON Service code 30 501 JUNCO LANE · KNOXVILLE, TN 37934 | Employee (plan) | $59,837 |
CLEARVIEW GROUP3+ years Filed as: CLEARVIEW Service code 28 1350 DRESDEN DR NE · ATLANTA, GA 30319 | Investment Management | $56,454 |
Filed as: COMPREHENSIVE CONSULTING Service code 49 10630 LITTLE PATUXENT PKWY 224 · COLUMBIA, MD 21044 | Other Services | $43,544 |
Filed as: SOUTHERN ACTUARIAL SERVICES, INC. Service code 11 PO BOX 888343 · ATLANTA, GA 30356 | Actuarial | $29,625 |
HOME FEDERAL BANK OF TENNESSEE3+ years Filed as: HOME FEDERAL BANK Service code 19 515 MARKET STREET · KNOXVILLE, TN 37902 | Securities Custodian | $24,614 |
RENEE ASHWORTH3+ years Service code 30 1709 BALES ROAD · KNOXVILLE, TN 37934 | Employee (plan) | $24,345 |
Filed as: CARR, RIGGS & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $14,500 |
MILLER & MARTIN PLLC2 years Service code 29 401 COMMERCE ST 720 · NASHVILLE, GA 37219 | Legal | $13,763 |
THOMAS BEAL3+ years Filed as: THOMAS L JOHNSON, ATTORNEY Service code 29 510 VONDERBURG DRIVE 305 · BRANDON, FL 33511 | Legal | $13,659 |
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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 | $63,107-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 71.4%-71.4pp | 0.0%0pp |
| Annual return | 6.23% | -10.33%+16.6pp | 2.72%+3.5pp | -10.33%+16.6pp |
| Employer contribution / active EE | $6,824 | $13,491-49.4% | $10,601-35.6% | $13,491-49.4% |
| Participant deferral / active EE | $0 | $258-100.0% | $2,250-100.0% | $258-100.0% |
| Admin fee / account holder | $0 | $0 | $27-100.0% | - |