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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE TRUST COMPANY OF TENNESSEE, INC Service code 15 · EIN 62-1291257 | Recordkeeping | $101,276 |
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.)
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 | $126,859 | $27,243+365.7% | $52,425+142.0% | $79,634+59.3% |
| Participation rate | 19.1% | 22.4%-3.3pp | 55.6%-36.5pp | 62.5%-43.4pp |
| Annual return | 10.44% | 63.36%-52.9pp | 302.12%-291.7pp | 36.46%-26.0pp |
| Employer contribution / active EE | $641 | $319+101.0% | $914-29.8% | $2,529-74.6% |
| Participant deferral / active EE | $814 | $636+28.2% | $1,790-54.5% | $3,835-78.8% |
| Admin fee / account holder | $698 | $2,105-66.8% | $2,495-72.0% | $1,002-30.3% |