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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY TRUSTEE SERVICES2 years Filed as: FIDUCIARY TRUSTEE SERVICES, LLC Service code 21 324 NORTH BROADWAY · GREENSBURG, IN 47240 | Bank Trustee | $24,000 |
ASCENSUS LLC10+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 15 · EIN 31-1560462 905 LILY CREEK ROAD · LOUISVILLE, KY 40243 | Recordkeeping | $23,876 |
Filed as: HARDING SHYMANSKI & COMPANY Service code 10 · EIN 35-1346211 101 S 5TH STREET · LOUISVILLE, KY 40202 | Accounting | $15,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDING, INC. Service code 16 · EIN 82-3719843 | Consulting | $14,139 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,474 | $122,042-3.7% | $184,260-36.2% | $74,459+57.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 5.62% | 19.91%-14.3pp | 28.84%-23.2pp | 1369.70%-1364.1pp |
| Employer contribution / active EE | $1,691 | $4,537-62.7% | $6,427-73.7% | $2,626-35.6% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $328 | $1,252-73.8% | $13,898-97.6% | $1,945-83.1% |