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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS ADMINISTRATORS, LLC1+ years Filed as: BENEFITS ADMINISTRATORS LLC Service code 16 · EIN 61-1291181 301 EAST MAIN STREET · LEXINGTON, KY 40507 | Consulting | $60,903 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 64 · EIN 31-6134953 440 MAMARONECK AVE. · HARRISON, NY 10528 | Recordkeeping Fees | $12,643 |
UMR1+ years Service code 13 · EIN 31-1557688 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $10,791 |
FRANK N HESTAND CPA PSC1+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $6,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,358 | $54,392-92.0% | $84,753-94.9% | $63,975-93.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 7.85% | 611.38%-603.5pp | 22.78%-14.9pp | 48.65%-40.8pp |
| Employer contribution / active EE | $204 | $2,943-93.1% | $3,574-94.3% | $2,182-90.7% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $52 | $136-61.8% | $5,333-99.0% | $70-26.4% |