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| Provider | Service type | Compensation |
|---|---|---|
UMR1+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $19,228 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,902 | $57,921-96.7% | $84,753-97.8% | $57,658-96.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -5.56% | 10.24%-15.8pp | 22.78%-28.3pp | 5.13%-10.7pp |
| Employer contribution / active EE | $1,050 | $2,598-59.6% | $3,574-70.6% | $1,974-46.8% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $75 | $130-42.0% | $5,333-98.6% | $95-20.4% |