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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 13 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $31,250 |
PRAIRIE CAPITAL ADVISORS7 years Filed as: PRAIRIE CAPITAL ADVISORS INC Service code 34 312 S 4TH ST STE 700 · LOUISVILLE, KY 40202 | Valuation (appraisals, etc.) | $22,050 |
BALDWIN & BALDWIN PLLC7 years Filed as: BALDWIN CPAS Service code 10 PO BOX 1390 · RICHMOND, KY 40475 | Accounting | $11,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,095 | $89,436-90.9% | $164,813-95.1% | $77,643-89.6% |
| Participation rate | 97.5% | 78.6%+18.9pp | 78.6%+18.9pp | 70.6%+27.0pp |
| Annual return | -7.91% | 28.83%-36.7pp | 69.93%-77.8pp | 31.24%-39.1pp |
| Employer contribution / active EE | $495 | $2,569-80.7% | $4,341-88.6% | $2,726-81.8% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $79 | $339-76.7% | $12,690-99.4% | $430-81.6% |