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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT SOLUTIONS INC3+ years Filed as: BENEFIT SOLUTIONS INC. Service code 15 · EIN 51-0439960 5960 US ROUTE 60, STE 1 · BARBOURSVILLE, KY 25504 | Recordkeeping | $65,597 |
UMR3+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $32,240 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 · EIN 26-4310632 500 LEE STREET, STE 300 · CHARLESTON, WV 25323 | Advisory (Plan) | $26,486 |
Filed as: GENESIS BENEFIT SOLUTIONS INC. Service code 16 7007 GRAHAM RD 208 · INDIANAPOLIS, IN 46220 | Consulting | $5,004 |
FRANK N HESTAND CPA PSC3+ 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 | $6,645 | $60,545-89.0% | $92,240-92.8% | $69,631-90.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 8.75% | 19.71%-11.0pp | 176.29%-167.5pp | 27571.02%-27562.3pp |
| Employer contribution / active EE | $2,679 | $2,633+1.7% | $3,680-27.2% | $2,032+31.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $126 | $145-12.8% | $5,194-97.6% | $110+14.3% |