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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 | $28,167+350.4% | $73,658+72.2% | $64,728+96.0% |
| Participation rate | 19.1% | 21.1%-1.9pp | 57.0%-37.9pp | 57.9%-38.8pp |
| Annual return | 10.44% | 139.75%-129.3pp | 29.72%-19.3pp | 49.38%-38.9pp |
| Employer contribution / active EE | $641 | $373+72.0% | $1,032-37.9% | $2,243-71.4% |
| Participant deferral / active EE | $814 | $597+36.4% | $2,062-60.5% | $2,729-70.2% |
| Admin fee / account holder | $698 | $1,791-61.0% | $3,357-79.2% | $1,145-39.0% |