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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PATRIOT INVESTMENT MANAGEMENT Service code 26 · EIN 62-1548494 | Advisory (Participants) | $20,191 |
TENNESSEE PENSION ADMINISTRATORS1+ years Filed as: TENNESSEE PENSION ADMINISTRATORS, L Service code 15 · EIN 62-1757444 | Recordkeeping | $14,064 |
COULTER & JUSTUS1+ years Filed as: COULTER & JUSTUS, P.C. Service code 10 · EIN 62-1532536 | Accounting | $12,049 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,681 | $127,387-62.6% | $115,038-58.6% | $125,389-62.0% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 83.2%-83.2pp |
| Annual return | -1.79% | 31.28%-33.1pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $969 | $5,166-81.2% | $4,608-79.0% | $4,866-80.1% |
| Participant deferral / active EE | $4,846 | $6,423-24.6% | $6,026-19.6% | $5,352-9.4% |
| Admin fee / account holder | $979 | $9,516-89.7% | $8,175-88.0% | $9,541-89.7% |