Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PROFFITT & GOODSON, INC.3+ years Service code 27 PO BOX 11629 · KNOXVILLE, TN 37939 | Advisory (Plan) | $29,956 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,969 |
TENNESSEE PENSION ADMINISTRATORS3+ years Service code 13 · EIN 62-1757444 | Contract Administrator | $14,229 |
RODEFER MOSS & CO, PLLC3+ years Service code 10 608 MABRY HOOD RD · KNOXVILLE, TN 37932 | Accounting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,610 | $73,638-46.2% | $108,410-63.5% | $79,393-50.1% |
| Participation rate | 44.5% | 77.4%-32.9pp | 80.1%-35.6pp | 70.7%-26.2pp |
| Annual return | 13.44% | 33.27%-19.8pp | 905.34%-891.9pp | 116.87%-103.4pp |
| Employer contribution / active EE | $1,460 | $2,397-39.1% | $3,558-59.0% | $2,428-39.9% |
| Participant deferral / active EE | $2,442 | $6,218-60.7% | $6,562-62.8% | $4,046-39.7% |
| Admin fee / account holder | $428 | $638-32.9% | $7,296-94.1% | $627-31.7% |