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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: STRATEGIC CAPITAL PARTNERS LLC Service code 27 230 W. MONROE ST, STE 250 · CHICAGO, IL 60606 | Advisory (Plan) | $136,285 |
Filed as: NIS INVESTMENT MANAGEMENT Service code 28 777 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Investment Management | $102,952 |
UMR10+ years Service code 13 · EIN 31-1558779 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $69,875 |
Filed as: COMMUNITY TRUST BANK Service code 18 346 NORTH MAYO TRAIL · PIKEVILLE, KY 41501 | Custodial (securities); Custodial (ot... | $21,930 |
Service code 29 600 VINE STREET, STE 2720 · CINCINNATI, OH 45202 | Legal | $16,417 |
FRANK N HESTAND CPA PSC10+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $13,000 |
OSBORN, CARREIRO & ASSOCIATES, INC.10+ years Filed as: OSBORN CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 124 WEST CAPITOL AVENUE · LITTLE ROCK, AR 72201 | Actuarial | $6,700 |
Filed as: CONSULTING & RISK MANAGEMENT INC. Service code 17 · EIN 61-1392645 220 HERITAGE RD · VERSAILLES, KY 40383 | Pension Consulting | $6,000 |
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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 | $160,039-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 7.25% | 8.83%-1.6pp | 9.15%-1.9pp | 10.61%-3.4pp |
| Employer contribution / active EE | $6,272 | $14,473-56.7% | $26,409-76.2% | $15,605-59.8% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $266-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | $1,701-100.0% | - |