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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 | $89,435-4.3% | $164,975-48.1% | $77,714+10.1% |
| Participation rate | 85.9% | 78.6%+7.3pp | 78.6%+7.3pp | 70.6%+15.3pp |
| Annual return | 8.94% | 28.82%-19.9pp | 70.12%-61.2pp | 31.26%-22.3pp |
| Employer contribution / active EE | $5,287 | $2,563+106.3% | $4,343+21.8% | $2,727+93.9% |
| Participant deferral / active EE | $2,667 | $4,901-45.6% | $6,033-55.8% | $4,649-42.6% |
| Admin fee / account holder | $449 | $340+32.1% | $12,688-96.5% | $433+3.5% |