Filed May 14, 2024
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 49 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Other Services | $6,770 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,392 | $86,944+14.3% | $107,525-7.6% | $74,304+33.8% |
| Participation rate | 94.4% | 59.6%+34.8pp | 75.1%+19.3pp | 60.3%+34.0pp |
| Annual return | 21.24% | 23.52%-2.3pp | 181.32%-160.1pp | 29.43%-8.2pp |
| Employer contribution / active EE | $4,513 | $2,757+63.7% | $3,754+20.2% | $2,241+101.4% |
| Participant deferral / active EE | $7,617 | $3,554+114.3% | $5,116+48.9% | $3,767+102.2% |
| Admin fee / account holder | $378 | $3,727-89.9% | $8,919-95.8% | $2,969-87.3% |