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| Provider | Service type | Compensation |
|---|---|---|
WEAVER C. BARKSDALE & ASSOCIATES7+ years Filed as: MARTIN & COMPANY, LP Service code 27 · EIN 62-1398934 | Advisory (Plan) | $128,867 |
Filed as: MERRILL LYNCH Service code 21 · EIN 13-2638166 | Bank Trustee | $23,368 |
PUGH & COMPANY, PC7+ years Service code 10 · EIN 62-1142155 | Accounting | $13,750 |
TENNESSEE PENSION ADMINISTRATORS7+ years Service code 15 · EIN 62-1757444 | Recordkeeping | $13,716 |
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 | $82,600 | $86,225-4.2% | $146,647-43.7% | $86,821-4.9% |
| Participation rate | 98.1% | 78.0%+20.1pp | 80.1%+18.0pp | 72.3%+25.8pp |
| Annual return | 11.10% | 31.23%-20.1pp | 22.75%-11.6pp | 97.94%-86.8pp |
| Employer contribution / active EE | $5,349 | $2,392+123.6% | $4,137+29.3% | $2,406+122.3% |
| Participant deferral / active EE | $2,487 | $4,245-41.4% | $5,506-54.8% | $4,132-39.8% |
| Admin fee / account holder | $492 | $195+151.8% | $10,281-95.2% | $170+190.0% |