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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $34,482 |
BAIRD INSURANCE SERVICES INC1+ years Filed as: HILLIARD LYONS TRUST COMPANY Service code 27 PO BOX 32760 · LOUISVILLE, KY 40232 | Advisory (Plan) | $9,412 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,548 | $71,142-90.8% | $119,622-94.5% | $64,819-89.9% |
| Participation rate | 88.4% | 78.6%+9.8pp | 79.3%+9.1pp | 71.5%+16.9pp |
| Annual return | -17.44% | -10.01%-7.4pp | -14.98%-2.5pp | 32.84%-50.3pp |
| Employer contribution / active EE | $2,028 | $2,497-18.8% | $4,232-52.1% | $2,507-19.1% |
| Participant deferral / active EE | $2,304 | $4,490-48.7% | $5,601-58.9% | $4,311-46.5% |
| Admin fee / account holder | $144 | $162-10.9% | $10,328-98.6% | $188-23.1% |