Filed December 18, 2017
Total covered: 40 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $146,427 |
THE TRUST COMPANY OF TENNESSEE5+ years Filed as: THE TRUST COMPANY Service code 27 · EIN 62-1306704 | Advisory (Plan) | $50,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,584 | $76,774-58.9% | $112,228-71.9% | $77,904-59.5% |
| Participation rate | 85.6% | 80.2%+5.5pp | 75.1%+10.6pp | 73.7%+11.9pp |
| Annual return | -17.27% | -10.25%-7.0pp | 27.45%-44.7pp | 12.21%-29.5pp |
| Employer contribution / active EE | $1,957 | $3,977-50.8% | $3,635-46.1% | $2,848-31.3% |
| Participant deferral / active EE | $6,442 | $3,778+70.5% | $4,728+36.3% | $4,806+34.0% |
| Admin fee / account holder | $117 | $239-50.9% | $6,410-98.2% | $133-11.5% |