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| Provider | Service type | Compensation |
|---|---|---|
CHARLENE ROGERS4+ years Filed as: CHARLENE HELTON Service code 30 501 JUNCO LANE · KNOXVILLE, TN 37934 | Employee (plan) | $78,614 |
CLEARVIEW GROUP4+ years Filed as: CLEARVIEW Service code 28 1350 DRESDEN DR NE · ATLANTA, GA 30319 | Investment Management | $56,097 |
RENEE ASHWORTH4+ years Service code 30 1709 BALES ROAD · KNOXVILLE, TN 37934 | Employee (plan) | $33,252 |
SOUTHERN ACTUARIAL SERVICES2 years Filed as: SOUTHERN ACTUARIAL SERVICES, INC. Service code 11 PO BOX 888343 · ATLANTA, GA 30356 | Actuarial | $27,825 |
HOME FEDERAL BANK OF TENNESSEE4+ years Filed as: HOME FEDERAL BANK Service code 19 515 MARKET STREET · KNOXVILLE, TN 37902 | Securities Custodian | $24,602 |
CARR, RIGGS & INGRAM, LLC2 years Filed as: CARR, RIGGS & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $13,776 |
Filed as: COMPREHENSIVE CONSULTING Service code 49 10630 LITTLE PATUXENT PKWY 224 · COLUMBIA, MD 21044 | Other Services | $8,226 |
THOMAS BEAL4+ years Filed as: THOMAS L JOHNSON, ATTORNEY Service code 29 510 VONDERBURG DRIVE 305 · BRANDON, FL 33511 | Legal | $7,519 |
Filed as: FIDELITY GOVERNMENT MMKT Service code 52 PO BOX 8600 · BOSTON, MA 02266 | Indirect Investment Fees | $0 |
Filed as: FIDELITY STRATEGIC INCOME Service code 52 PO BOX 8600 · BOSTON, MA 02266 | Indirect Investment Fees | $0 |
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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 | $1,024,395-100.0% | $38,518-100.0% | $1,024,395-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 40.0%-40.0pp | 0.0%0pp |
| Annual return | 4.80% | 10.12%-5.3pp | 6.22%-1.4pp | 10.12%-5.3pp |
| Employer contribution / active EE | $8,249 | $17,603-53.1% | $12,981-36.5% | $17,603-53.1% |
| Participant deferral / active EE | $0 | $184-100.0% | $3,167-100.0% | $184-100.0% |
| Admin fee / account holder | $0 | $9,341-100.0% | - | $9,341-100.0% |