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| Provider | Service type | Compensation |
|---|---|---|
PROFFITT & GOODSON, INC.6+ years Service code 27 PO BOX 11629 · KNOXVILLE, TN 37939 | Advisory (Plan) | $34,670 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,496 |
TENNESSEE PENSION ADMINISTRATORS6+ years Service code 13 · EIN 62-1757444 | Contract Administrator | $15,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,925 | $79,003-36.8% | $100,398-50.3% | $74,400-32.9% |
| Participation rate | 56.0% | 79.5%-23.5pp | 81.5%-25.5pp | 67.2%-11.2pp |
| Annual return | 14.35% | 20.62%-6.3pp | 49.32%-35.0pp | 1367.51%-1353.2pp |
| Employer contribution / active EE | $1,843 | $3,015-38.9% | $3,946-53.3% | $2,624-29.8% |
| Participant deferral / active EE | $3,104 | $7,752-60.0% | $8,084-61.6% | $4,348-28.6% |
| Admin fee / account holder | $421 | $1,331-68.4% | $7,893-94.7% | $1,944-78.4% |