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| Provider | Service type | Compensation |
|---|---|---|
UMR5+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $15,107 |
STANDARD VALUATIONS2 years 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 | $13,780 | $91,517-84.9% | $101,275-86.4% | $73,412-81.2% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 9.21% | 17.17%-8.0pp | 46.48%-37.3pp | 59.30%-50.1pp |
| Employer contribution / active EE | $3,540 | $2,877+23.1% | $3,660-3.3% | $2,234+58.5% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $105 | $216-51.1% | $5,948-98.2% | $158-33.2% |