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| Provider | Service type | Compensation |
|---|---|---|
WEAVER C. BARKSDALE & ASSOCIATES8+ years Filed as: MARTIN & COMPANY, LP Service code 27 · EIN 62-1398934 | Advisory (Plan) | $114,147 |
Filed as: MERRILL LYNCH Service code 21 · EIN 13-2638166 | Bank Trustee | $57,709 |
TENNESSEE PENSION ADMINISTRATORS8+ years Service code 15 · EIN 62-1757444 | Recordkeeping | $16,442 |
PUGH & COMPANY, PC8+ years Service code 10 · EIN 62-1142155 | Accounting | $14,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,348 | $71,142-1.1% | $119,634-41.2% | $64,824+8.5% |
| Participation rate | 97.8% | 78.6%+19.2pp | 79.3%+18.6pp | 71.5%+26.3pp |
| Annual return | -10.52% | -10.01%-0.5pp | -14.98%+4.5pp | 32.84%-43.4pp |
| Employer contribution / active EE | $5,612 | $2,497+124.7% | $4,232+32.6% | $2,507+123.9% |
| Participant deferral / active EE | $2,827 | $4,490-37.0% | $5,601-49.5% | $4,311-34.4% |
| Admin fee / account holder | $481 | $162+196.7% | $10,329-95.3% | $188+156.1% |