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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-2638166 101 BULLITT LANE, STE 400 · LOUISVILLE, KY 40222 | Investment Management | $60,839 |
UMR7+ years Service code 13 · EIN 39-1336870 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $12,000 |
FRANK N HESTAND CPA PSC7+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $5,500 |
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 | $22,470 | $64,716-65.3% | $112,258-80.0% | $68,495-67.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -11.58% | -11.40%-0.2pp | 27.47%-39.1pp | -7.84%-3.7pp |
| Employer contribution / active EE | $6,938 | $2,746+152.6% | $3,636+90.8% | $2,596+167.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $295 | $5,232-94.4% | $6,411-95.4% | $5,403-94.5% |