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| Provider | Service type | Compensation |
|---|---|---|
UMR4+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $13,966 |
STANDARD VALUATIONS1 year Filed as: STANDARD VALUATIONS INC Service code 28 · EIN 41-1327229 790 CLEVELAND AVE SOUTH · ST PAUL, MN 55116 | Investment Management | $6,000 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,631 | $66,650-84.0% | $92,915-88.6% | $67,582-84.3% |
| Participation rate | 95.5% | 72.5%+23.0pp | 76.0%+19.5pp | 71.3%+24.2pp |
| Annual return | 3.64% | 92.64%-89.0pp | 109.45%-105.8pp | 378.57%-374.9pp |
| Employer contribution / active EE | $3,624 | $2,777+30.5% | $3,653-0.8% | $2,148+68.7% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $102 | $199-48.6% | $5,796-98.2% | $142-28.1% |