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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) | $49,058 |
UMR5+ years Service code 13 · EIN 39-1336870 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $12,000 |
FRANK N HESTAND CPA PSC5+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $5,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,528 | $72,272-66.1% | $101,264-75.8% | $79,858-69.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 3.19% | 22.30%-19.1pp | 46.48%-43.3pp | 31.72%-28.5pp |
| Employer contribution / active EE | $7,341 | $2,692+172.7% | $3,660+100.6% | $2,471+197.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $295 | $4,401-93.3% | $5,947-95.0% | $5,306-94.4% |