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| Provider | Service type | Compensation |
|---|---|---|
UMR2+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $12,113 |
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 | $2,959 | $58,726-95.0% | $92,240-96.8% | $62,293-95.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 2.33% | 43.62%-41.3pp | 176.29%-174.0pp | 28.90%-26.6pp |
| Employer contribution / active EE | $1,690 | $2,392-29.3% | $3,680-54.1% | $2,042-17.3% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $53 | $556-90.4% | $5,194-99.0% | $479-88.9% |