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| Provider | Service type | Compensation |
|---|---|---|
THE TRUST COMPANY OF TENNESSEE2+ years Filed as: THE TRUST COMPANY OF KNOXVILLE INC. Service code 12 · EIN 62-1291257 | Participant loan processing; Investme... | $37,913 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,568 | $75,183-34.1% | $123,892-60.0% | $55,167-10.1% |
| Participation rate | 75.2% | 72.8%+2.3pp | 81.4%-6.2pp | 69.0%+6.2pp |
| Annual return | 6.43% | 19.01%-12.6pp | 47.52%-41.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,435 | $2,823-49.2% | $4,617-68.9% | $1,963-26.9% |
| Participant deferral / active EE | $2,524 | $5,084-50.4% | $5,984-57.8% | $3,054-17.4% |
| Admin fee / account holder | $279 | $663-57.9% | $8,357-96.7% | $504-44.7% |