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| Provider | Service type | Compensation |
|---|---|---|
WEAVER C. BARKSDALE & ASSOCIATES6+ years Filed as: MARTIN & COMPANY, LP Service code 27 · EIN 62-1398934 | Advisory (Plan) | $82,068 |
Filed as: MERRILL LYNCH Service code 21 · EIN 13-2638166 | Bank Trustee | $50,082 |
TENNESSEE PENSION ADMINISTRATORS6+ years Service code 15 · EIN 62-1757444 | Recordkeeping | $13,860 |
PUGH & COMPANY, PC6+ years Service code 10 · EIN 62-1142155 | Accounting | $13,500 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,667 | $78,419+0.3% | $133,978-41.3% | $73,412+7.2% |
| Participation rate | 98.1% | 78.6%+19.5pp | 79.8%+18.3pp | 72.2%+26.0pp |
| Annual return | 10.69% | 33.35%-22.7pp | 45.10%-34.4pp | 59.30%-48.6pp |
| Employer contribution / active EE | $5,373 | $2,044+162.9% | $3,919+37.1% | $2,234+140.5% |
| Participant deferral / active EE | $2,117 | $3,925-46.1% | $5,047-58.0% | $3,806-44.4% |
| Admin fee / account holder | $438 | $161+171.6% | $8,930-95.1% | $158+177.5% |