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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,535 |
RATHER & KITTRELL, INC.2+ years Filed as: RATHER & KITTRELL INC Service code 27 11905 KINGSTON PIKE · KNOXVILLE, TN 37934 | Advisory (Plan) | $30,881 |
TENNESSEE PENSION ADMINISTRATORS2+ years Filed as: TENNESSEE PENSION ADMINISTRATORS, L Service code 13 · EIN 62-1757444 | Contract Administrator | $5,444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,097 | $56,638-73.3% | $169,397-91.1% | $74,473-79.7% |
| Participation rate | 66.5% | 67.5%-1.1pp | 77.2%-10.7pp | 70.7%-4.3pp |
| Annual return | 38.31% | 24.75%+13.6pp | 406.23%-367.9pp | 34.36%+3.9pp |
| Employer contribution / active EE | $2,212 | $2,027+9.2% | $4,013-44.9% | $2,638-16.1% |
| Participant deferral / active EE | $5,235 | $4,223+24.0% | $6,223-15.9% | $4,530+15.6% |
| Admin fee / account holder | $111 | $307-63.9% | $9,017-98.8% | $347-68.1% |