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| Provider | Service type | Compensation |
|---|---|---|
PROFFITT & GOODSON, INC.2+ years Service code 27 PO BOX 11629 · KNOXVILLE, TN 37939 | Advisory (Plan) | $26,581 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,332 |
RODEFER MOSS & CO, PLLC2+ years Service code 10 608 MABRY HOOD RD · KNOXVILLE, TN 37932 | Accounting | $14,000 |
TENNESSEE PENSION ADMINISTRATORS2+ years Service code 13 · EIN 62-1757444 | Contract Administrator | $11,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,064 | $66,813-31.1% | $100,535-54.2% | $73,497-37.3% |
| Participation rate | 56.7% | 77.5%-20.8pp | 79.4%-22.7pp | 70.7%-14.0pp |
| Annual return | 14.70% | 25.70%-11.0pp | 30.90%-16.2pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,705 | $2,147-20.6% | $3,419-50.1% | $2,270-24.9% |
| Participant deferral / active EE | $2,757 | $5,883-53.1% | $6,271-56.0% | $3,740-26.3% |
| Admin fee / account holder | $450 | $512-12.2% | $8,085-94.4% | $513-12.4% |