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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT SOLUTIONS INC1+ years Filed as: BENEFIT SOLUTIONS INC. Service code 15 · EIN 51-0439960 5960 US ROUTE 60, STE 1 · BARBOURSVILLE, KY 25504 | Recordkeeping | $50,701 |
UMR1+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $25,620 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 26-4310632 500 LEE STREET, STE 300 · CHARLESTON, WV 25323 | Advisory (Plan) | $21,052 |
FRANK N HESTAND CPA PSC1+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $5,000 |
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 | $5,737 | $50,498-88.6% | $75,784-92.4% | $55,191-89.6% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -6.00% | 1.80%-7.8pp | 9.68%-15.7pp | 10.78%-16.8pp |
| Employer contribution / active EE | $1,534 | $2,291-33.0% | $3,323-53.8% | $1,899-19.2% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $137 | $123+11.0% | $5,300-97.4% | $91+50.5% |