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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2638166 101 BULLITT LANE, STE 400 · LOUISVILLE, KY 40222 | Advisory (Plan) | $44,305 |
UMR1+ years Service code 13 · EIN 39-1336870 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $12,000 |
FRANK N HESTAND CPA PSC1+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $5,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,216 | $56,894-75.0% | $84,753-83.2% | $62,881-77.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -0.30% | 6.30%-6.6pp | 22.78%-23.1pp | 20.14%-20.4pp |
| Employer contribution / active EE | $7,609 | $2,400+217.1% | $3,574+112.9% | $2,281+233.6% |
| Participant deferral / active EE | $62 | $2,709-97.7% | $3,712-98.3% | $3,203-98.1% |
| Admin fee / account holder | $169 | $3,581-95.3% | $5,333-96.8% | $4,296-96.1% |