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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 13 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $33,920 |
PRAIRIE CAPITAL ADVISORS5 years Filed as: PRAIRIE CAPITAL ADVISORS INC Service code 34 312 S 4TH ST STE 700 · LOUISVILLE, KY 40202 | Valuation (appraisals, etc.) | $19,650 |
BALDWIN & BALDWIN PLLC5 years Filed as: BALDWIN CPAS Service code 10 PO BOX 1390 · RICHMOND, KY 40475 | Accounting | $9,300 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,692 | $71,142-86.4% | $119,609-91.9% | $64,808-85.0% |
| Participation rate | 96.4% | 78.6%+17.8pp | 79.3%+17.2pp | 71.5%+25.0pp |
| Annual return | 28.78% | -10.01%+38.8pp | -14.97%+43.7pp | 32.82%-4.0pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $77 | $162-52.5% | $10,323-99.3% | $188-59.0% |