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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) | $48,401 |
UMR3+ years Service code 13 · EIN 39-1336870 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $12,000 |
FRANK N HESTAND CPA PSC3+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $5,500 |
DUNN AND WALLBAUM LLC1 year Filed as: DUNN AND WALLBAUM Service code 29 · EIN 46-1576504 105 DAVENTRY LANE · LOUISVILLE, KY 40223 | Legal | $5,032 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,757 | $57,354-74.3% | $83,848-82.4% | $64,186-77.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 6.07% | 11.38%-5.3pp | 850.88%-844.8pp | 7.63%-1.6pp |
| Employer contribution / active EE | $7,683 | $2,545+201.9% | $3,631+111.6% | $2,381+222.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $175 | $4,046-95.7% | $5,478-96.8% | $4,888-96.4% |