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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT SOLUTIONS INC2+ years Filed as: BENEFIT SOLUTIONS INC. Service code 15 · EIN 51-0439960 5960 US ROUTE 60, STE 1 · BARBOURSVILLE, KY 25504 | Recordkeeping | $59,037 |
UMR2+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $24,323 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 26-4310632 500 LEE STREET, STE 300 · CHARLESTON, WV 25323 | Advisory (Plan) | $22,633 |
FRANK N HESTAND CPA PSC2+ 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 | $5,860 | $57,921-89.9% | $84,753-93.1% | $57,658-89.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -1.42% | 10.24%-11.7pp | 22.78%-24.2pp | 5.13%-6.6pp |
| Employer contribution / active EE | $1,791 | $2,598-31.1% | $3,574-49.9% | $1,974-9.3% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $128 | $130-1.0% | $5,333-97.6% | $95+35.8% |