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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT SOLUTIONS INC4+ years Filed as: BENEFIT SOLUTIONS INC. Service code 15 · EIN 51-0439960 5960 US ROUTE 60, STE 1 · BARBOURSVILLE, KY 25504 | Recordkeeping | $75,981 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 27 · EIN 26-4310632 500 LEE STREET, STE 300 · CHARLESTON, WV 25323 | Advisory (Plan) | $34,119 |
UMR4+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $26,765 |
GENESIS ASSET MANAGERS LLP2 years Filed as: GENESIS BENEFIT SOLUTIONS INC. Service code 16 7007 GRAHAM RD 208 · INDIANAPOLIS, IN 46220 | Consulting | $5,004 |
FRANK N HESTAND CPA PSC4+ 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 | $6,759 | $56,443-88.0% | $83,831-91.9% | $55,725-87.9% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -12.45% | 393.67%-406.1pp | 850.99%-863.4pp | 244.93%-257.4pp |
| Employer contribution / active EE | $4,959 | $2,682+84.9% | $3,631+36.6% | $2,078+138.6% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $146 | $156-6.4% | $5,479-97.3% | $115+27.0% |