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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 13 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $36,940 |
PRAIRIE CAPITAL ADVISORS3 years Filed as: PRAIRIE CAPITAL ADVISORS INC Service code 34 312 S 4TH ST STE 700 · LOUISVILLE, KY 40202 | Valuation (appraisals, etc.) | $17,130 |
BALDWIN & BALDWIN PLLC3 years Filed as: BALDWIN CPAS Service code 10 PO BOX 1390 · RICHMOND, KY 40475 | Accounting | $8,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,214 | $78,419-92.1% | $133,978-95.4% | $73,412-91.5% |
| Participation rate | 97.0% | 78.6%+18.4pp | 79.8%+17.1pp | 72.2%+24.8pp |
| Annual return | 40.04% | 33.35%+6.7pp | 45.10%-5.1pp | 59.30%-19.3pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $76 | $161-52.7% | $8,930-99.1% | $158-51.7% |