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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 13 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $31,130 |
BALDWIN & BALDWIN PLLC6 years Filed as: BALDWIN CPAS Service code 10 PO BOX 1390 · RICHMOND, KY 40475 | Accounting | $21,180 |
PRAIRIE CAPITAL ADVISORS6 years Filed as: PRAIRIE CAPITAL ADVISORS INC Service code 34 312 S 4TH ST STE 700 · LOUISVILLE, KY 40202 | Valuation (appraisals, etc.) | $10,630 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,565 | $91,372-89.5% | $129,995-92.6% | $74,419-87.1% |
| Participation rate | 96.2% | 77.8%+18.4pp | 78.5%+17.7pp | 70.7%+25.4pp |
| Annual return | 5.05% | 23.21%-18.2pp | -137.18%+142.2pp | 34.38%-29.3pp |
| Employer contribution / active EE | $0 | $2,563-100.0% | $4,320-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $78 | $283-72.5% | $10,614-99.3% | $348-77.6% |