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| Provider | Service type | Compensation |
|---|---|---|
CHARLENE ROGERS5+ years Filed as: CHARLENE HELTON Service code 30 501 JUNCO LANE · KNOXVILLE, TN 37934 | Employee (plan) | $78,614 |
RENEE ASHWORTH5+ years Service code 30 1709 BALES ROAD · KNOXVILLE, TN 37934 | Employee (plan) | $38,206 |
Service code 27 700 E. BUTTERFIELD ROAD · LOMBARD, IL 60148 | Advisory (Plan) | $34,306 |
SOUTHERN ACTUARIAL SERVICES3 years Filed as: SOUTHERN ACTUARIAL SERVICES, INC. Service code 11 PO BOX 888343 · ATLANTA, GA 30356 | Actuarial | $30,375 |
HOME FEDERAL BANK OF TENNESSEE5+ years Filed as: HOME FEDERAL BANK Service code 19 515 MARKET STREET · KNOXVILLE, TN 37902 | Securities Custodian | $22,988 |
Filed as: NATIONAL INVESTMENT SERVICE Service code 28 200 W MADISON STREET · CHICAGO, IL 60606 | Investment Management | $22,409 |
CARR, RIGGS & INGRAM, LLC3 years Filed as: CARR, RIGGS & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $18,908 |
THOMAS BEAL5+ years Filed as: THOMAS L JOHNSON, ATTORNEY Service code 29 510 VONDERBURG DRIVE 305 · BRANDON, FL 33511 | Legal | $17,522 |
CLEARVIEW GROUP5+ years Filed as: CLEARVIEW Service code 28 1350 DRESDEN DR NE · ATLANTA, GA 30319 | Investment Management | $14,446 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $111,363 | $3,654,750-97.0% | $57,496+93.7% | $3,654,750-97.0% |
| Participation rate | 34.3% | 11.4%+22.8pp | 67.1%-32.9pp | 11.4%+22.8pp |
| Annual return | 7.25% | 6.44%+0.8pp | 7.48%-0.2pp | 6.44%+0.8pp |
| Employer contribution / active EE | $9,319 | $20,807-55.2% | $2,882+223.3% | $20,807-55.2% |
| Participant deferral / active EE | $0 | $215-100.0% | $0 | $215-100.0% |
| Admin fee / account holder | $748 | $14,072-94.7% | $381+96.6% | $14,072-94.7% |