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| Provider | Service type | Compensation |
|---|---|---|
UMR9+ years Service code 13 · EIN 31-1558779 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $61,013 |
GOLDMAN SACHS1 year Filed as: STRATEGIC CAPITAL PARTNERS LLC Service code 27 230 W. MONROE ST, STE 250 · CHICAGO, IL 60606 | Advisory (Plan) | $38,521 |
SAGE ADVISORY SERVICES9+ years Filed as: SAGE ADVISORY Service code 28 · EIN 74-2798841 5900 SOUTH BROADWAY · AUSTIN, TX 78735 | Investment Management | $29,799 |
Service code 29 600 VINE STREET, STE 2720 · CINCINNATI, OH 45202 | Legal | $22,046 |
FRANK N HESTAND CPA PSC9+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $13,000 |
Filed as: COMMUNITY TRUST BANK Service code 19 346 NORTH MAYO TRAIL · PIKEVILLE, KY 41501 | Securities Custodian | $12,815 |
PGIM INVESTMENTS9+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Investment Management | $12,657 |
Filed as: COLUMBIA INVESTMENT MANAGEMENT Service code 28 · EIN 94-2480161 405 LEXINGTON AVE · NEW YORK, NY 10174 | Investment Management | $7,731 |
ARISTOTLE CAPITAL MANAGEMENT4 years Service code 28 ONE FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $7,354 |
BLACKROCK7 years Service code 28 600 UNIVERSITY STREET · SEATTLE, WA 98101 | Investment Management | $7,333 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.87% | 11.08%-1.2pp | 8.10%+1.8pp | 8.76%+1.1pp |
| Employer contribution / active EE | $6,344 | $13,910-54.4% | $28,649-77.9% | $16,650-61.9% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |