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 |
|---|---|---|
Service code 13 · EIN 83-3455979 | Contract Administrator | $82,339 |
MAHURIN WEALTH ADVISORS8 years Service code 27 446 E MAIN STREET · BOWLING GREEN, KY 42101 | Advisory (Plan) | $39,172 |
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 | $147,908 | $128,603+15.0% | $197,124-25.0% | $67,986+117.6% |
| Participation rate | 97.9% | 81.7%+16.3pp | 86.7%+11.2pp | 57.2%+40.7pp |
| Annual return | 12.88% | 23.77%-10.9pp | 44.34%-31.5pp | 31.67%-18.8pp |
| Employer contribution / active EE | $3,195 | $4,379-27.0% | $6,227-48.7% | $2,019+58.3% |
| Participant deferral / active EE | $4,811 | $6,840-29.7% | $9,135-47.3% | $3,358+43.3% |
| Admin fee / account holder | $702 | $3,035-76.9% | $16,298-95.7% | $3,203-78.1% |