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| Provider | Service type | Compensation |
|---|---|---|
WEAVER C. BARKSDALE & ASSOCIATES10+ years Filed as: MARTIN & COMPANY, LP Service code 27 · EIN 62-1398934 | Advisory (Plan) | $97,904 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 21 · EIN 13-2638166 | Bank Trustee | $63,992 |
TENNESSEE PENSION ADMINISTRATORS10+ years Service code 15 · EIN 62-1757444 | Recordkeeping | $9,845 |
PUGH & COMPANY, PC10+ years Service code 10 · EIN 62-1142155 | Accounting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $85,559 | $89,465-4.4% | $165,100-48.2% | $77,762+10.0% |
| Participation rate | 85.9% | 78.6%+7.3pp | 78.6%+7.3pp | 70.6%+15.3pp |
| Annual return | 8.94% | 28.86%-19.9pp | 70.21%-61.3pp | 31.27%-22.3pp |
| Employer contribution / active EE | $5,287 | $2,565+106.2% | $4,348+21.6% | $2,728+93.8% |
| Participant deferral / active EE | $2,667 | $4,904-45.6% | $6,035-55.8% | $4,651-42.7% |
| Admin fee / account holder | $449 | $340+32.0% | $12,696-96.5% | $433+3.6% |