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| Provider | Service type | Compensation |
|---|---|---|
WEAVER C. BARKSDALE & ASSOCIATES5+ years Filed as: MARTIN & COMPANY, LP Service code 27 · EIN 62-1398934 | Advisory (Plan) | $77,589 |
Filed as: MERRILL LYNCH Service code 21 · EIN 13-2638166 | Bank Trustee | $46,143 |
TENNESSEE PENSION ADMINISTRATORS5+ years Service code 15 · EIN 62-1757444 | Recordkeeping | $17,078 |
PUGH & COMPANY, PC5+ years Service code 10 · EIN 62-1142155 | Accounting | $13,000 |
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 | $70,112 | $69,159+1.4% | $125,195-44.0% | $67,582+3.7% |
| Participation rate | 96.9% | 78.2%+18.7pp | 79.8%+17.1pp | 71.3%+25.6pp |
| Annual return | 16.40% | 27.12%-10.7pp | 43.79%-27.4pp | 378.57%-362.2pp |
| Employer contribution / active EE | $4,852 | $2,023+139.8% | $3,866+25.5% | $2,148+125.9% |
| Participant deferral / active EE | $1,871 | $3,700-49.4% | $4,937-62.1% | $3,539-47.1% |
| Admin fee / account holder | $430 | $142+203.1% | $9,704-95.6% | $142+201.9% |