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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 13 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $34,580 |
PRAIRIE CAPITAL ADVISORS4 years Filed as: PRAIRIE CAPITAL ADVISORS INC Service code 34 312 S 4TH ST STE 700 · LOUISVILLE, KY 40202 | Valuation (appraisals, etc.) | $17,850 |
BALDWIN & BALDWIN PLLC4 years Filed as: BALDWIN CPAS Service code 10 PO BOX 1390 · RICHMOND, KY 40475 | Accounting | $9,300 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,699 | $86,225-91.1% | $146,685-94.8% | $86,813-91.1% |
| Participation rate | 95.6% | 78.0%+17.6pp | 80.1%+15.5pp | 72.3%+23.3pp |
| Annual return | 26.19% | 31.23%-5.0pp | 22.75%+3.4pp | 97.93%-71.7pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,137-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,507-100.0% | $4,131-100.0% |
| Admin fee / account holder | $74 | $195-62.2% | $10,281-99.3% | $170-56.5% |