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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 221 E 4TH STREET SUITE 2850 · CINCINNATI, OH 45202 | Advisory (Plan) | $23,388 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 101 SOUTH FIFTH STREET SUITE 1900 · LOUISVILLE, KY 40202 | Advisory (Plan) | $22,118 |
SECURITIES AMERICA INC3+ years Filed as: SECURITIES AMERICA INC. Service code 27 6006 BROWNSBORO PARK BLVD SUITE E · LOUISVILLE, KY 40207 | Advisory (Plan) | $17,570 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB Service code 27 2423 E. LINCOLN DRIVE · PHOENIX, AZ 85016 | Advisory (Plan) | $17,152 |
GLENVIEW STATE BANK3+ years Filed as: THE GLENVIEW TRUST COMPANY Service code 27 4969 US HIGHWAY 42 SUITE 2000 · LOUISVILLE, KY 40222 | Advisory (Plan) | $14,601 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Custodial (securities); Investment ma... | $12,729 |
Service code 27 400 WEST MARKET STREET SUITE 2100 · LOUISVILLE, KY 40202 | Advisory (Plan) | $5,553 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,683 | $46,173+102.9% | $170,435-45.0% | $69,631+34.5% |
| Participation rate | 93.4% | 63.9%+29.5pp | 83.6%+9.8pp | 70.7%+22.7pp |
| Annual return | 15.99% | 21.62%-5.6pp | 205.94%-189.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $6,076 | $1,610+277.5% | $5,432+11.9% | $2,032+199.0% |
| Participant deferral / active EE | $3,570 | $2,080+71.6% | $4,939-27.7% | $3,224+10.7% |
| Admin fee / account holder | $286 | $116+146.4% | $13,881-97.9% | $110+158.7% |