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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT SOLUTIONS INC7+ years Filed as: BENEFIT SOLUTIONS INC. Service code 15 · EIN 51-0439960 5960 US ROUTE 60, STE 1 · BARBOURSVILLE, KY 25504 | Recordkeeping | $68,064 |
MORGAN STANLEY SMITH BARNEY7+ years Service code 27 · EIN 26-4310632 500 LEE STREET, STE 300 · CHARLESTON, WV 25323 | Advisory (Plan) | $39,535 |
UMR7+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $18,260 |
GENESIS ASSET MANAGERS LLP5 years Filed as: GENESIS BENEFIT SOLUTIONS INC. Service code 16 7007 GRAHAM RD 208 · INDIANAPOLIS, IN 46220 | Consulting | $5,430 |
FRANK N HESTAND CPA PSC7+ 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 | $8,168 | $78,275-89.6% | $109,188-92.5% | $86,821-90.6% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 7.71% | 19.14%-11.4pp | 25.76%-18.0pp | 97.94%-90.2pp |
| Employer contribution / active EE | $2,151 | $3,105-30.7% | $3,723-42.2% | $2,406-10.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $124 | $198-37.7% | $6,755-98.2% | $170-27.1% |