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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 | $188,548 |
KENTUCKY TRUST COMPANY4 years Filed as: KENTUCKY PLANNING PARTNERS, LLC Service code 27 9300 SHELBYVILLE ROAD · LOUISVILLE, KY 40222 | Advisory (Plan) | $93,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,669 | $110,258-65.8% | $102,460-63.2% | $200,096-81.2% |
| Participation rate | 65.5% | 86.3%-20.8pp | 76.5%-11.0pp | 72.0%-6.5pp |
| Annual return | 12.41% | 35.78%-23.4pp | 29.47%-17.1pp | 34.26%-21.9pp |
| Employer contribution / active EE | $912 | $3,605-74.7% | $3,025-69.9% | $3,038-70.0% |
| Participant deferral / active EE | $2,270 | $6,377-64.4% | $5,056-55.1% | $5,090-55.4% |
| Admin fee / account holder | $101 | $122-17.0% | $9,460-98.9% | $269-62.3% |