Filed November 13, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $67,947 |
MAHURIN WEALTH ADVISORS7 years Service code 27 446 E MAIN STREET · BOWLING GREEN, KY 42101 | Advisory (Plan) | $37,750 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $23,688 |
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 | $146,486 | $122,042+20.0% | $184,260-20.5% | $74,459+96.7% |
| Participation rate | 91.7% | 85.5%+6.2pp | 86.8%+4.8pp | 67.2%+24.4pp |
| Annual return | 11.50% | 19.91%-8.4pp | 28.84%-17.3pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $3,181 | $4,537-29.9% | $6,427-50.5% | $2,626+21.1% |
| Participant deferral / active EE | $4,697 | $7,143-34.2% | $9,133-48.6% | $4,350+8.0% |
| Admin fee / account holder | $819 | $1,252-34.6% | $13,898-94.1% | $1,945-57.9% |